Homero Jose Diaz
Investment adviser representative at Castleview Partners, LLC
4 yearsExperience
2 statesRegistered in
$416.9MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- Kovack Securities, LLCNov 2020 to now
- Castleview Partners, LLCApr 2020 to now
- Amazon FlexMar 2020 to Apr 2020
- Residential Savings MortgageMar 2020 to Apr 2020
- Advisory Investor Services LLCDec 2019 to Apr 2020
- HSBCJul 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Castleview Partners, LLC
$416.9MAssets managed
594Clients
11Advisers
11 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
- 5737174
- Firm CRD
- 281410