Diane Macphee has been Manager (Back-Up/Contingent Per Succession Plan) of Comprehensive Money Management Services since February 2016, is a control person of the firm and directly owns under 5% of it.
Comprehensive Money Management Services LLC is a firm with $200M under management, 105 clients and 1 adviser in one office, as of its January 2026 filing.
Diane Macphee’s longest registration is the current one, 10 years at Comprehensive Money Management Services since 2016. Before joining Comprehensive Money Management Services in 2016, Diane Macphee was registered through Dmac Financial Services.
- Dmac Consulting ServicesAlso current– present · under a yearManahawkin, NJ · Adviser representative · Firm CRD 340363
- – present · 10 yearsCoral Gables, FL · Adviser representative · Firm CRD 121061
- Dmac Financial Services– · 3 yearsGlen Rock, NJ · Adviser representative · Firm CRD 110210
Investment adviser representative registrations
Diane Macphee is registered as an investment adviser representative in 2 states. The first approvals date from June 2016; the most recent is New Jersey, in June 2026.
- FloridaSince 6 June 2016
- New JerseySince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 1990 |
| Series 7 | General Securities Representative Examination | 18 November 1989 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Diane Mary Macphee
- CRD
- 2004221
- Firm
- Comprehensive Money Management Services · CRD 121061
- Role
- Manager (Back-Up/Contingent Per Succession Plan)
- Office
- Coral Gables, FL
- Registration
- Investment adviser registration
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Diane Macphee work?
Diane Macphee has been Manager (Back-Up/Contingent Per Succession Plan) of Comprehensive Money Management Services LLC since February 2016, and is a control person of the firm.
Is Diane Macphee a financial advisor?
Yes. Diane Macphee has a current investment-adviser registration in Florida and New Jersey, through Comprehensive Money Management Services since June 2016.
How many years of experience does Diane Macphee have?
Diane Macphee has 13 years in the financial industry, since November 2012, across 3 adviser firms.
What exams has Diane Macphee passed?
Diane Macphee has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1989.
Where did Diane Macphee work before Comprehensive Money Management Services?
Before Comprehensive Money Management Services, Diane Macphee was registered through Dmac Financial Services, June 2002 to December 2005.
Where is Diane Macphee based?
Diane Macphee’s registered office is in Coral Gables, FL.
Is Diane Macphee registered with FINRA?
No. Diane Macphee has no current broker registration.
How can I verify Diane Macphee’s record?
Search CRD 2004221 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Diane Macphee’s full registration record.