CD
ChFC
CD
ChFC

Cynthia Demetris Diccianni

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementTax PlanningEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
117 clients
Average Client Portfolio
$951K average
Assets Under Management
$111.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,000
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Location

333 West Germantown Pike, East Norriton, PA, 19403

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Cynthia is a 100% owner of Diccianni Financial Group Inc., which is involved in RIA, insurance sales, LTC, DI, and fixed products. She also serves as Vice Chair of MCEPC Montgomery County Foundation Inc. and spends minimal time reviewing outside held investments.

Employment History
Current Registrations
Diccianni Financial Group, INC.
July 2009 - Present · 16 yrs 7 mos
Leigh Baldwin & CO., LLCBroker
January 2001 - Present · 25 yrs 1 mo
Previous Registrations
Ortner, O'brien & Ortner Advisory Group, INC.
May 2001 - April 2011 · 9 yrs 11 mos
1717 Capital Management CompanyBroker
May 1999 - January 2001 · 1 yr 8 mos
State Registrations12 states
FLILINMAMDNCNJNYOHORPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.