Diane Klitz
Investment adviser representative at Axos Invest, Inc
11 yearsExperience
1 stateRegistered in
$150.8MFirm assets
12 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Axos Invest, IncJan 2025 to now
- Axos Clearing, LLCMay 2024 to now
- Morgan StanleyJan 2022 to May 2024
- Cor Clearing LLCNov 2015 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NE).
Axos Invest, Inc
$150.8MAssets managed
6,792Clients
14Advisers
12 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
- 6585443
- Firm CRD
- 150953