Scott Michael Ungar
Investment adviser representative at Blackdiamond Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$424MFirm assets
8 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Blackdiamond Wealth Management, Inc.Nov 2017 to now
- MML Investors ServicesMar 2011 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5199319
- Firm CRD
- 291459