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Celeste Diaz

Strategic Advisers LLC

Woodland Hills, CA

Los Angeles, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-17
TX RA APPROVED 2025-07-17
  • CA RA
    APPROVED
    Since 2025-07-17
  • TX RA
    APPROVED
    Since 2025-07-17

Branch Locations

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Los Angeles, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elisa Chavez Insurance -State Farm San Fernando CA 10/2018 03/2022
The Home Depot Woodland Hills CA 08/2014 09/2018
Monarch Plan Advisors Simi Valley CA 09/2018 10/2018
Fidelity Investments Woodland Hills CA 04/2022 Present
  • 10/2018 → 03/2022
    Elisa Chavez Insurance -State Farm
    San Fernando, CA
  • 08/2014 → 09/2018
    The Home Depot
    Woodland Hills, CA
  • 09/2018 → 10/2018
    Monarch Plan Advisors
    Simi Valley, CA
  • 04/2022 → Present
    Fidelity Investments
    Woodland Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-28
S63 Uniform Securities Agent State Law Examination 2023-03-27
  • S65 Uniform Investment Adviser Law Examination
    2025-04-28
  • S63 Uniform Securities Agent State Law Examination
    2023-03-27
Other Names
  • Celeste Diaz
  • Celeste Alejandra Diaz

View on SEC IAPD

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VENTURA ADVISORS
LPL FINANCIAL LLC
LINCOLN INVESTMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIGROUP GLOBAL MARKETS INC.
CHELSEA MANAGEMENT COMPANY

Other Investors

MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
Daniel Polyakov
Carol Ann Casebolt
Homer Jonathan Reed Wilson
JAMES MATTHEW PATTON
LISA ESTELLE HARWOOD
JEFFREY ALAN HARWOOD

Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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