Michael R Diamond
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientJun 2025 to now
- Corient Services LLCJun 2025 to now
- Newday USAMay 2025 to Jun 2025
- Extended TravelJun 2024 to May 2025
- Center for Asset ManagementFeb 2023 to Jun 2024
- StudentJan 2020 to Dec 2022
- GrandesAug 2019 to Mar 2020
- UnemployedFeb 2016 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 8107955
- Firm CRD
- 319448