Clare P Diamond
Investment adviser representative at Kathmere Capital Management, LLC
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Kathmere Capital Management, LLCSep 2019 to now
- Private Advisor Group, LLCFeb 2019 to Sep 2019
- LPL Financial LLCDec 2018 to Sep 2019
- Janney Montgomery Scott,LLCOct 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kathmere Capital Management, LLC
$3.5BAssets managed
842Clients
17Advisers
7 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
- 6209421
- Firm CRD
- 305118