Kelli Marie Diana
Investment adviser representative at Strategic Advisers LLC
26 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kelli Marie Diana? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- UnemployedJan 2021 to Jun 2021
- PyramidOct 2020 to Jan 2021
- Fidelity InvestmentsJun 2020 to Aug 2020
- AdidasMar 2019 to Apr 2020
- Giorgio ArmaniJun 2017 to Jan 2019
- SchoolJun 2000 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7397653
- Firm CRD
- 104555