Cynthia
Moynihan

Diversified Financial Advisors, LLC

CRD#2459134
Investment Advisor
in Maryland Heights, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Cynthia Moynihan is a financial advisor based in Maryland Heights, Missouri, working with Diversified Financial Advisors, LLC. Cynthia has previously held a position at Lpl Financial LLC. Cynthia has passed the Series 63 regulatory exam and is registered to provide services in Missouri. Currently, Cynthia is part of Diversified Financial Advisors, LLC, which operates out of Maryland Heights, Missouri. The firm has 1 office and 5 employees. The firm manages assets totaling $451.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Diversified Financial Advisors, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

12131 Dorsett Road, Suite 128
Maryland Heights, MO 63043

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Diversified Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$451,188,042

MO Average: $11,469,110,461
Total Number of Employees

5

MO Average: 458
Total Number of Accounts

865

MO Average: 33,415
Average Account Size

$521,605

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Cynthia Moynihan Work History

2009 - Present (15 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Cynthia Moynihan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Diversified Financial Advisors, LLC

Brenden Heiland
Chesterfield, MO
James Villanueva
Chesterfield, MO
Cynthia Moynihan
Maryland Heights, MO
Jeremy Trybula
Chesterfield, MO
Joseph Trybula
Chesterfield, MO
John Moynihan
Chesterfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started