Dianne Corsbie
Dianne Corsbie is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in White Plains, NY, with 32 years of industry experience. Dianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
50 Main St, Ste 1000, White Plains, NY, 10606
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dianne works as a tax preparer for Boncor Tax & Financial Services since 2012, spending about half her time there. She is also a contractor for Boncor Financial Group since 2010, providing business planning, tax preparation, payroll, client representation with the IRS, and accounting services, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Securities America, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.