Unclaimed Profile

Dianne Marie Webb

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC·ORLANDO, Florida

SIE, Series 7, Series 65, Series 66CFPClean record19 years registeredSTONEBRIDGE FINANCIAL PLANNING GROUP, LLC

203 HILLCREST STREET, ORLANDO, FL 32801CRD# 4760887Firm CRD# 154616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dianne Marie Webb · ORLANDO, FL

Registration

CRD #4760887 · STONEBRIDGE FINANCIAL PLANNING GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Jan 2011 – Jan 2026

ORLANDO, FL

TRIAD ADVISORS, INC.

Oct 2010 – Oct 2010

Orlando, FL

INVEST FINANCIAL CORPORATION

Aug 2006 – Oct 2010

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · August 22, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

CRD 154616 · SEC 801-113696

AUM

$220M

Regulatory assets under management

Employees

634 client accounts

Services offered by STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STONEBRIDGE FINANCIAL PLANNING GROUP, LLC →

Introduction

Speak with Dianne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dianne is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dianne Marie Webb offer?

Dianne Marie Webb specializes in Financial Planning, Investment Management.

What are Dianne Marie Webb's credentials?

Dianne Marie Webb holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dianne Marie Webb located?

Dianne Marie Webb is based in ORLANDO, Florida, last registered with STONEBRIDGE FINANCIAL PLANNING GROUP, LLC.

How does Dianne Marie Webb charge for services?

Dianne Marie Webb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONEBRIDGE FINANCIAL PLANNING GROUP, LLC?

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC has approximately 9 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →