Cynthia Demetris Diccianni

Employer firm

Diccianni Financial Group, Inc. CRD 149332

$129M regulatory AUM 272 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2001 → Present
  Leigh Baldwin & Co., L.L.C.
  Cazenovia, NY
• 06/2012 → Present
  Diccianni Financial Group, Inc.
  E Norriton, PA

Previous Registrations

• 2001-05-14 → 2011-04-27
  Onesource Retirement Advisors, Inc.
  Malvern, PA

Other Businesses

2012: Diccianni Financial Group Inc; 100% owner; RIA, INSURANCE SALES, LTC, DI, FIXED; 2013: MCEPC MONTGOMERY COUNTY FOUNDATION INC.- VICE CHAIR; NO OWNERSHIP; 2021- REVIEW OUTSIDE HELD INVESTMENTS; 1-2 HRS PER MONTH DURING NON MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-12
• S63 Uniform Securities Agent State Law Examination
  1998-12-30

Designations

• Chartered Financial Consultant