Dianne H. Willier
Professional summary
Dianne H. Willier, who also goes by Dianne Jean Hissem, Dianne J Shepherd, Dianne Willer, Dianne H Willier, Dianne Hissem Willier, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Powhatan, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.
Dianne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Dianne has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 10 and Series 9 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dianne H. Willier's CRS (Customer Relationship Summary).
Certified licenses
Education
Capella University
Bachelor of Business Administration - Business
2022
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113January 31, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 3, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
June 1, 2009 - September 5, 2012
MORGAN STANLEY
June 1, 2009 - September 5, 2012
MORGAN STANLEY
February 10, 2009 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
October 1, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
January 24, 2008 - October 14, 2008
UBS FINANCIAL SERVICES INC.
October 27, 2006 - January 10, 2008
WELLS FARGO CLEARING SERVICES, LLC
July 20, 2006 - August 10, 2006
DAVENPORT & COMPANY LLC
December 17, 1990 - August 3, 2004
DAVENPORT & COMPANY LLC
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/5/2020)
(11/14/2019)
(4/23/2020)
(3/6/2025)
(9/19/2019)
(1/6/2023)
(1/31/2014)
(1/6/2017)
(12/20/2021)
(6/23/2025)
(9/29/2023)
(1/31/2014)
(8/13/2021)
(5/4/2021)
(5/3/2024)
(6/10/2020)
(10/9/2020)
(1/31/2014)
(10/7/2025)
(4/28/2025)
(1/2/2015)
(1/31/2014)
(2/5/2021)
(9/19/2019)
(3/31/2025)
(1/31/2014)
(3/31/2025)
(11/14/2019)
(1/31/2014)
Exams
Series 55
Date: 1/30/2007
Limited Representative-Equity Trader ExamFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Powhatan, VATRUST BUT VERIFY
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