Unclaimed Profile

Cynthia Diane Moynihan

DIVERSIFIED FINANCIAL ADVISORS, LLC·TOWN AND COUNTRY, Missouri

SIE, Series 6, Series 63Clean record28 years registeredDIVERSIFIED FINANCIAL ADVISORS, LLC

14323 SOUTH OUTER FORTY DRIVE, TOWN AND COUNTRY, MO 63017CRD# 2459134Firm CRD# 118261

Profile Verification

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

Identity

Cynthia Diane Moynihan · TOWN AND COUNTRY, MO

Registration

CRD #2459134 · DIVERSIFIED FINANCIAL ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: DIVERSIFIED FINANCIAL ADVISORS, LLC

DIVERSIFIED FINANCIAL ADVISORS, LLC

Aug 1997 – Nov 2024

MARYLAND HEIGHTS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · August 23, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIVERSIFIED FINANCIAL ADVISORS, LLC

CRD 118261 · SEC 801-70541

AUM

$451M

Regulatory assets under management

Employees

865 client accounts

Services offered by DIVERSIFIED FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIVERSIFIED FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Cynthia Diane Moynihan offer?

Cynthia Diane Moynihan specializes in Financial Planning, Investment Management.

What are Cynthia Diane Moynihan's credentials?

Cynthia Diane Moynihan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cynthia Diane Moynihan located?

Cynthia Diane Moynihan is based in TOWN AND COUNTRY, Missouri, last registered with DIVERSIFIED FINANCIAL ADVISORS, LLC.

How does Cynthia Diane Moynihan charge for services?

Cynthia Diane Moynihan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DIVERSIFIED FINANCIAL ADVISORS, LLC?

DIVERSIFIED FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $451M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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