Frank Diana
Investment adviser representative at Sterling Bridge Financial Group LLC
12 yearsExperience
1 stateRegistered in
$131.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Frank Diana IncJan 2022 to now
- Diana Landi Holdings CompanyApr 2021 to now
- Sterling Bridge Financial Group LLCMar 2019 to now
- Senior Benefit ResourcesJun 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sterling Bridge Financial Group LLC
$131.1MAssets managed
827Clients
3Advisers
Under 1 yearIn 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
- 7125290
- Firm CRD
- 304409