Frank Diana has been Senior Adviser - Co-Owner of Sterling Bridge Financial Group since March 2019, is a control person of the firm and directly owns between 50% and 75% of it.
Sterling Bridge Financial Group LLC is a Palm Harbor, FL firm with $131M under management, 827 clients and 4 advisers in one office, as of its March 2026 filing.
Frank Diana is Co-Founder & Principal Advisor of Sterling Bridge Financial Group, based in Palm Harbor, Florida. His career began during the 2008 Great Recession. He develops tailored financial planning strategies for individuals and families, has more than a decade of experience, and guides clients through Social Security decisions.
- – present · 7 yearsPalm Harbor, FL · Adviser representative · Firm CRD 304409
Professional designations
Listed by Sterling Bridge Financial Group
- National Social Security Advisor (NSSA®)
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7125290
- Firm
- Sterling Bridge Financial Group · CRD 304409
- Role
- Senior Adviser - Co-Owner
- Office
- 4174 WOODLANDS PARKWAY, Palm Harbor, FL 34685
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlingbridgefg.com
Where does Frank Diana work?
Frank Diana has been Senior Adviser - Co-Owner of Sterling Bridge Financial Group LLC since March 2019, and is a control person of the firm.
Is Frank Diana a financial advisor?
Yes. Frank Diana has a current investment-adviser registration, through Sterling Bridge Financial Group since July 2019.
How many years of experience does Frank Diana have?
Frank Diana has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Frank Diana passed?
Frank Diana passed the Series 65 in May 2019.
Where is Frank Diana based?
Frank Diana’s registered office is in Palm Harbor, FL.
Is Frank Diana registered with FINRA?
No. Frank Diana has no current broker registration.
How can I verify Frank Diana’s record?
Search CRD 7125290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frank Diana’s full registration record.
