Mary Ann Dianna, financial advisor Shrewsbury NJ

Mary Ann Dianna

CRD Number: 2720914
Current Firm: Fidelity Personal And Workplace Advisors

Mary Ann Dianna (CRD# 2720914) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, NJ and has over 9 years of experience in the finance industry. Mary Ann Dianna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fidelity Investments Red Bank, NJ Jan 2021 - Current 3
Tapfin/ey Secaucus, NJ Sep 2019 - Dec 2020 1
Freedom Capital Mnagement Holmdel, NJ Nov 2016 - Aug 2019 2
Biltmore Capital Advisors, LLC Princeton, NJ Jan 2015 - Oct 2016 1
Hyperion Wealth Advisors New York, NY Jun 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Mary Ann Dianna
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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