Gregory M Diamond
Investment adviser representative at Cwm, LLC
26 yearsExperience
2 statesRegistered in
PFSDesignation
$50.6BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Cwm, LLCSep 2025 to now
- Carson WealthSep 2025 to now
- Gcd Advisors, LLCJul 2000 to now
- Osaic Wealth, Inc.Jan 2024 to Nov 2024
- Woodbury Financial Services IncMay 2023 to Jan 2024
- Ausdal Financial Partners, IncNov 2010 to May 2023
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 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
- 4566369
- Firm CRD
- 155344