Diane S. Bourdo
Professional summary
Diane Susan Bourdo MS., CFP®, who also goes by Diane Susan Bourdo Ms., Diane Bourdo, is a registered financial advisor currently at TREEHOUSE WEALTH ADVISORS located in San Francisco, California.
Diane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Diane has worked at 3 firms and has passed the Series 2 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Diane Susan Bourdo MS.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 1997
Experience
February 5, 2025 - Present
TREEHOUSE WEALTH ADVISORS
Office #1: 220 Montgomery Street Suite 1060, San Francisco, CA 94104March 1, 2006 - January 16, 2025
THE HUMPHREYS GROUP
August 18, 1994 - December 31, 2004
HUMPHREYS HENRIETTA GROUP
Primary Firm SEC Registration
TREEHOUSE WEALTH ADVISORS
CRD#: 292016 / SEC#: 801-112623
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/5/2025)
(2/5/2025)
Exams
Series 2
Date: 6/17/1992
Non-Member General Securities ExaminationCurrent Firm
TREEHOUSE WEALTH ADVISORS
CRD#: 292016 / SEC#: 801-112623
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 739 |
| AUM (Assets Under Management) | $ 536,998,730 |
Red Flags
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