AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DW

Diane M. Woolf

WEALTHRAMP
Osterville, MA
Some features on this profile are disabled
CRD#: 2548648
DW

Professional summary

Diane Michele Woolf, who also goes by Diane Michele Chretien, is a registered financial advisor currently at WEALTHRAMP, INC. located in Osterville, Massachusetts.

Diane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Diane has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Diane Michele Chretien

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) - RIA

Click below to view Diane Michele Woolf'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

February 13, 2019 - Present

WEALTHRAMP, INC.

RIA
CRD#: 290683
Osterville, MA
Past

November 8, 2012 - January 4, 2016

BELLMARK PARTNERS, LLC

BD
CRD#: 155357
BOSTON, MA
Past

January 6, 2009 - November 2, 2010

COVINGTON ASSOCIATES, LLC

BD
CRD#: 127437
BOSTON, MA
Past

August 22, 2000 - November 15, 2001

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

January 11, 2000 - July 7, 2000

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

February 13, 1997 - November 10, 1999

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

April 18, 1996 - July 18, 1996

STONEBRIDGE ASSOCIATES, LLC

BD
CRD#: 40416
BOSTON, MA
Past

July 3, 1995 - March 4, 1996

BNY CAPITAL MARKETS INC.

BD
CRD#: 18303
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHRAMP, INC.
WEALTHRAMP, INC.

CRD#: 290683 / SEC#: 801-112170

RIA
Registered Investment Advisory firm - (12/15/2017 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/13/2019)
IAR
Illinois
(3/12/2026)
IAR
Louisiana
(3/18/2026)
IAR
Massachusetts
(3/5/2019)
IAR
Michigan
(3/25/2026)
IAR
Nebraska
(3/10/2026)
IAR
New Hampshire
(3/11/2026)
IAR
Texas
(3/11/2026)
IAR
Washington
(3/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/13/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/31/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/5/2009
General Securities Representative Examination

Current Firm

WI
WEALTHRAMP, INC.
WEALTHRAMP, INC.

CRD#: 290683 / SEC#: 801-112170

RIA
Registered Investment Advisory firm - (12/15/2017 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Osterville, MA
Mailing Address
Phone number
(877) 260-9545
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHRAMP DISCLOSURE BROCHURE (3/5/2026)

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

WEALTHRAMP, INC.

CRD#: 290683Osterville, MA

TRUST BUT VERIFY

Monitor Diane Woolf

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.