Diana Na

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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

Organization	City	State	From	To
Fidelity Investments	Durham	NC	03/2022	Present
Wells Fargo	Raleigh	NC	03/2021	03/2022
Wells Fargo	Durham	NC	08/2017	03/2021
Wells Fargo	Durham	NC	09/2016	08/2017
Wells Fargo	Durham	NC	03/2016	09/2016
Pandora Jewelry	Durham	NC	02/2016	10/2016
Fidelity Investments	Boston	MA	03/2025	Present

03/2022 → Present

Fidelity Investments

Durham, NC
03/2021 → 03/2022

Wells Fargo

Raleigh, NC
08/2017 → 03/2021

Wells Fargo

Durham, NC
09/2016 → 08/2017

Wells Fargo

Durham, NC
03/2016 → 09/2016

Wells Fargo

Durham, NC
02/2016 → 10/2016

Pandora Jewelry

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-17

S66 Uniform Combined State Law Examination

2022-10-17

Other Names

Diana Ha Young Na
Diana Na

View on SEC IAPD

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