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Diana Rosalie Ianni

Cw Advisors, LLC

Basking Ridge, NJ

Boston, MA

CRD 1655194

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Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cw Advisors, Llc

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-28
  • NJ RA
    APPROVED
    Since 2025-03-28

Branch Locations

37 Stonehouse Road 2, Basking Ridge, NJ 07920 • United States

155 Seaport Blvd 3Rd Floor, Boston, MA 02210 • 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
Cw Advisors, Llc Basking Ridge NJ 03/2025 Present
Delta Financial Group, Inc. Basking Ridge NJ 11/2007 03/2025
  • 03/2025 → Present
    Cw Advisors, Llc
    Basking Ridge, NJ
  • 11/2007 → 03/2025
    Delta Financial Group, Inc.
    Basking Ridge, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-05-29
  • S63 Uniform Securities Agent State Law Examination
    1987-05-29
Designations
  • Certified Financial Planner
Other Names
  • Diana Rosalie Ianni
  • Diana Rosalie Ianni
  • Diana Rosalie Berger

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TORI LIND BENJAMIN
JOSEPH DENNIS MARROCCO
JOSEPH JOHN MACELLARA

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BASKING RIDGE, NJ
EDWARD JONES · BASKING RIDGE, NJ
CETERA INVESTMENT ADVISERS LLC · MILLINGTON, NJ

More in Basking Ridge, NJ

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