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Frank Diana

Sterling Bridge Financial Group LLC

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About Frank Diana

Frank Diana is a financial advisor with Sterling Bridge Financial Group LLC. Frank specializes in financial planning and portfolio management for individuals. Frank also provides educational seminars for clients.

Firm Information

Frank Diana is currently registered with Sterling Bridge Financial Group LLC. Sterling Bridge Financial Group LLC is a registered investment advisor with approximately $78.75 million in regulatory assets under management. The firm offers financial planning and portfolio management services to individuals, families, and businesses. They also provide educational seminars. The firm has 2 licensed agents and 2 investment adviser representatives.

$78.75M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frank Diana’s Registration & Firm History

FL

07/31/2024 - Present

Sterling Bridge Financial Group LLC (PALM HARBOR FL)

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Licenses & Designations

IA

Issued 05/18/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank Diana.
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