Philip Salvatore Blancato
Investment adviser representative at Black Diamond Financial, LLC
22 yearsExperience
1 stateRegistered in
$440.6MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Osaic Wealth IncMay 2022 to now
- Black Diamond Financial, Inc.Jun 2021 to now
- Ladenburg Thalmann & Co. Inc.Sep 2004 to now
- Ladenburg Thalmann Asset ManagementSep 2004 to now
- Securities America, Inc.Nov 2011 to Mar 2021
- Triad AdvisorsAug 2008 to Mar 2021
- InvestacorpOct 2007 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Black Diamond Financial, LLC
$440.6MAssets managed
92Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2122221
- Firm CRD
- 314622