Diana Dafne Molina

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 12/2020
  Sushiya
  Chula Vista, CA
• 09/2023 → 01/2026
  Wells Fargo Clearing Services, Llc
  Chula Vista, CA
• 12/2020 → 09/2023
  Wells Fargo Bank, Na
  Chula Vista, CA
• 01/2026 → Present
  Fidelity Investments
  San Diego, CA
• 08/2013 → 05/2017
  Eastlake High School
  Chula Vista, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-04
• S63 Uniform Securities Agent State Law Examination
  2024-01-22

Other Names

• Diana Dafne Molina