Diane Louise Matelsky-Lieberman

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1997 → 09/2020
  Securities Service Network, Inc.
  Mahopac, NY
• 11/2004 → 09/2020
  Ssn Advisory, Inc.
  Mahopac, NY
• 09/2020 → 06/2024
  Securities America, Inc.
  Poughkeepsie, NY
• 09/2020 → 06/2024
  Securities America Advisors
  Poughkeepsie, NY
• 06/2024 → 03/2025
  Osaic Wealth, Inc.
  Poughkeepsie, NY
• 06/2024 → 03/2025
  Osaic Wealth, Inc.
  Poughkeepsie, NY
• 03/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2024-06-14 → 2025-03-19
  Osaic Wealth, Inc.
  Poughkeepsie, NY
• 2021-09-01 → 2024-06-14
  Securities America Advisors, Inc.
  Poughkeepsie, NY

Other Businesses

(1) Valley Investment Planning; DBA; Investment Related; 17 Barnard Ave, Poughkeepsie, NY 12601; Insurance Financial Planning; Financial Advisor; Start 3/14/2025; 5 hours/month, 1 during trading. (2) Life Insurance, Fixed Annuities, Fixed Indexed Annuities; Not investment related; 17 Barnard Ave, Poughkeepsie, NY 12601; Owner; Sales; Start 1/1/2000; 7 hours/month, 7 hours/month during trading. (3)  Diane L Matelsky-Lieberman, LLC; Registered Representative; 17 Barnard Ave, Poughkeepsie, NY 12601; Investment related; Organizer Member; Start Date:  11/26/2025; 200 hours/month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-01-11

Other Names

• Diane Matelsky Lieberman
• Diane Lieberman
• Diane L Matelsky Lieberman
• Diane Louise Lieberman
• Diane Louise Matelsky
• Diane Louise Matelskylieberman