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Diane Mary Macphee

Dmac Consulting Services

Manahawkin, NJ

Comprehensive Money Management Services LLC

Coral Gables, FL

CRD 2004221

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Employer firm

Dmac Consulting Services CRD 340363

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Dmac Consulting Services

Manahawkin, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-06-30
  • NJ RA
    APPROVED
    Since 2026-06-30

Branch Locations

Manahawkin, NJ • United States

Comprehensive Money Management Services Llc

Coral Gables, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-13
  • FL RA
    APPROVED
    Since 2026-05-13

Branch Locations

Coral Gables, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dmac Consulting Services Llc Manahawkin NJ 04/2006 Present
Comprehensive Money Management Services Llc Coral Gables FL 02/2016 Present
Previous Registrations
  • 2002-06-27 → 2005-12-31
    Dmac Financial Services
    Glen Rock, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-11-13
  • S63 Uniform Securities Agent State Law Examination
    1990-11-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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