Diego Fernando Daza
Investment adviser representative at Balanz
10 yearsExperience
1 stateRegistered in
$152.6MFirm assets
3 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Balanz Capital USA LLCAug 2025 to now
- BalanzNov 2023 to now
- Balanz Advisors LLCSep 2023 to now
- Holistic Brokerage, LLCSep 2023 to now
- CitigroupFeb 2017 to Sep 2023
- UnemployedSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Balanz
Legal name: Balanz Advisors LLC
$152.6MAssets managed
66Clients
8Advisers
3 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
- 6156494
- Firm CRD
- 322263