Senior Adviser - Co-Owner · Sterling Bridge Financial Group LLC
Frank Diana
CRD 7125290 · Named on Form ADV at one SEC-registered adviser
At a glance
Sterling Bridge Financial Group LLC, an SEC-registered wealth manager based in Palm Harbor, FL with $131 million in regulatory assets, lists Frank Diana on its Form ADV as Senior Adviser - Co-Owner, a control person.
Firms and roles
- Sterling Bridge Financial Group LLCSenior Adviser - Co-OwnerWealth manager · Palm Harbor, FL · $131M in regulatory assets
AtlasMembers
Frank’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Anthony M. LandiSenior Adviser - Co-Owner, Sterling Bridge Financial Group LLC
- Jessica SternthalChief Compliance Officer, Sterling Bridge Financial Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Frank’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.