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DB

Diana L. Bryan

CHELSEA FINANCIAL SERVICES
Miami, FL
Some features on this profile are disabled
CRD#: 1361610
DB

Professional summary


Diana Lee Bryan, who also goes by Diana Baillie, Diana Lee Mangravete, Diana Lee Mangravetebryan, Diana Lee Mangravette, is a registered financial professional currently at CHELSEA FINANCIAL SERVICES located in Miami, Florida.

Diana is registered as a RR (Registered Representative) and started their career in finance in 1985. Diana has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Diana Baillie | Diana Lee Mangravete | Diana Lee Mangravetebryan | Diana Lee Mangravette

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Diana Lee Bryan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 21, 2010 - Present

CHELSEA FINANCIAL SERVICES

BD
CRD#: 47770
Miami, FL
Past

June 23, 2006 - June 21, 2010

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
LAKELAND, FL
Past

May 25, 2000 - June 28, 2006

SOUTHEASTERN SECURITIES, INC.

BD
CRD#: 35502
MIAMI, FL
Past

June 18, 1997 - May 18, 2000

FINACORP SECURITIES

BD
CRD#: 41569
IRVINE, CA
Past

May 18, 1994 - May 29, 1997

M. J. WHITMAN, INC.

BD
CRD#: 27870
NEW YORK, NY
Past

September 25, 1989 - June 7, 1994

HYM FINANCIAL, INC.

BD
CRD#: 16983
CLIFTON, NJ
Past

September 15, 1987 - December 17, 1987

SWARTWOOD, HESSE INC.

BD
CRD#: 8603
Past

July 10, 1986 - August 6, 1987

INVESTACORP, INC.

BD
CRD#: 7684
Past

April 23, 1985 - June 11, 1986

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(5/16/2019)
RR
Arkansas
(6/21/2010)
RR
California
(6/21/2010)
RR
Colorado
(6/21/2010)
RR
Florida
(6/21/2010)
RR
Illinois
(6/21/2010)
RR
Indiana
(7/3/2023)
RR
Louisiana
(6/21/2010)
RR
Michigan
(6/21/2010)
RR
Minnesota
(6/21/2010)
RR
New Jersey
(6/21/2010)
RR
New York
(6/21/2010)
RR
North Carolina
(6/29/2023)
RR
Ohio
(6/21/2010)
RR
Oklahoma
(6/21/2010)
RR
Pennsylvania
(3/2/2018)
RR
South Carolina
(6/21/2010)
RR
Texas
(6/21/2010)
RR
Vermont
(8/10/2010)
RR
Virginia
(4/25/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 10/17/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CF
CHELSEA FINANCIAL SERVICES
CHELSEA FINANCIAL SERVICES | DBA CHELSEA FINANCIAL SERVICES | CHELSEA MORGAN SECURITIES, INC.

CRD#: 47770 / SEC#: , 8-51916

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
242 Main Street, Staten Island, NY 10307
Phone number
(718) 967-8400
Established
New York since 05/05/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PISAPIA, JOHN THOMASPRESIDENT2336216
SEBOLD, STEPHEN RAPHAELCHIEF COMPLIANCE OFFICER2453748

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHELSEA FINANCIAL SERVICES

CRD#: 47770Miami, FL

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