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Brian Seth Crawley

Investment adviser representative at Diazo, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$221.6MFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Diazo, LLCJan 2023 to now
  2. Innovative Adviser Solutions, LLCFeb 2022 to Feb 2023
  3. Goldman Sachs PfmMar 2021 to Feb 2022
  4. ConsultingOct 2020 to Feb 2021
  5. Redrock Wealth ManagementMar 2020 to Sep 2020
  6. Arista Wealth ManagementFeb 2020 to Mar 2020
  7. Hightower Advisors, LLCJun 2016 to Jan 2020
  8. Hightower Securities LLCJun 2016 to Jan 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014
  • Series 63 · Uniform Securities Agent State Law2018

State registrations

Registered as an investment adviser representative in 1 state (NV).

Diazo, LLC

$221.6MAssets managed
339Clients
3Advisers
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
6373264
Firm CRD
324419
Advisor's SEC record (opens in a new tab)
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