Sheila Morgan
Investment adviser representative at Diamant Asset Management, Inc.
11 yearsExperience
1 stateRegistered in
$211.5MFirm assets
39 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Diamant Asset Management, Inc.Feb 2021 to now
- Charles Schwab & Co., Inc.May 2017 to now
- Charles Schwab BankMay 2017 to now
- Liberty Bank Investment ServicesNov 2015 to Mar 2017
- Raymond James Financial Services, Inc.Nov 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CT).
Diamant Asset Management, Inc.
$211.5MAssets managed
59Clients
3Advisers
39 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
- 6415177
- Firm CRD
- 107788