Sean Merideth Hollitz
Investment adviser representative at Blackdiamond Wealth Management, LLC
21 yearsExperience
3 statesRegistered in
ChFC®Designation
$424MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Blackdiamond Wealth Management, LLCFeb 2018 to now
- Purshe Kaplan Sterling InvestmentsFeb 2018 to now
- MML Investors Services IncSep 2005 to Feb 2018
- Mass Mutual FinancialJul 2005 to Feb 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Blackdiamond Wealth Management, LLC
$424MAssets managed
379Clients
7Advisers
8 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
- 4085021
- Firm CRD
- 291459