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CD

Cherie G. Dinoia

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CRD#: 3031506
CD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cherie Giessman Dinoia, who also goes by Cherie Michelle Giessman, was a registered financial professional .

Cherie is a previously registered financial professional and started their career in finance in 1998. Cherie had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Cherie Michelle Giessman

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.
NON INVESTMENT-RELATED ACTIVITY: 4-8 HOURS PER WEEK EXECUTIVE COACHING VIA TELEPHONE, WEBINAR AND SEMINAR WITH CORIOLIS CONSULTING. 16125 BRECON PALMS PLACE TAMPA, FL 33647.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 10, 2012 - December 18, 2013

SIGNET FINANCIAL MANAGEMENT, LLC

RIA
CRD#: 105310
SARASOTA, FL
Past

July 19, 2004 - December 31, 2023

SHELBY FINANCIAL GROUP, INC.

RIA
CRD#: 132033
SARASOTA, FL
Past

April 18, 2001 - August 25, 2004

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SARASOTA, FL
Past

April 18, 2001 - August 25, 2004

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

February 12, 2001 - April 25, 2001

FAS WEALTH MANAGEMENT SERVICES, INC.

BD
CRD#: 10164
SARASOTA, FL
Past

July 13, 2000 - February 12, 2001

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

April 20, 1998 - July 13, 2000

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

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".
SF
SIGNET FINANCIAL MANAGEMENT, LLC
JOSHUA LAUREN & CO INC | SIGNET FINANCIAL MANAGEMENT, LLC | SIGNET FINANCIAL MANAGEMENT OF SWFL, LLC | KRASNEY FINANCIAL, LLC

CRD#: 105310 / SEC#: 801-31294

RIA
Registered Investment Advisory firm - (1/15/1988 Approved)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/22/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
SIGNET FINANCIAL MANAGEMENT, LLC
JOSHUA LAUREN & CO INC | SIGNET FINANCIAL MANAGEMENT, LLC | SIGNET FINANCIAL MANAGEMENT OF SWFL, LLC | KRASNEY FINANCIAL, LLC

CRD#: 105310 / SEC#: 801-31294

RIA
Registered Investment Advisory firm - (1/15/1988 Approved)
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Contact information


Main Address
400 Interpace Parkway, Building C 2nd Floor, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 543-6660
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (24 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

SIGNET DISCLOSURE BROCHURE AND PRIVACY POLICY (3/19/2025)

Regulatory assets under management


Total Number of Accounts1,907
AUM (Assets Under Management)$ 1,058,245,741

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


SIGNET FINANCIAL MANAGEMENT, LLC

CRD#: 105310

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