Mary Ann Dianna
Professional summary
Mary Ann Dianna, CFP®, who also goes by Mary Ann Dianna, Mary Dianna, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Toms River, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Manalapan, New Jersey.
Mary Ann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Mary Ann has worked at 7 firms and has passed the Series 66, SIE, Series 7, Series 3 and Series 24 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Ann Dianna's CRS (Customer Relationship Summary).
Certified licenses
Education
Rutgers University
Master of Business Administration (MBA) - International Business
2013
Rutgers University
Bachelor of Arts (BA) - Economics
1986
Rutgers University
Bachelor of Arts (BA) - French
1986
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 198 Rt 9 N Ste 106, Manalapan, NJ 07726January 25, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 198 Rt 9 N Ste 106, Manalapan, NJ 07726February 9, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 11, 2019 - December 9, 2020
ERNST & YOUNG INVESTMENT ADVISERS LLP
October 12, 2016 - August 22, 2019
OSAIC WEALTH, INC.
October 10, 2016 - August 22, 2019
OSAIC WEALTH, INC.
April 1, 2015 - October 18, 2016
BILTMORE CAPITAL ADVISORS
July 2, 2014 - December 17, 2014
NATIONAL SECURITIES CORPORATION
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
(5/27/2025)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(2/19/2021)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(1/25/2021)
(3/31/2025)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(1/6/2023)
(3/31/2025)
(1/6/2023)
Exams
FINRA
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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