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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.

  1. CorientJun 2025 to now
  2. Corient Services LLCJun 2025 to now
  3. Newday USAMay 2025 to Jun 2025
  4. Extended TravelJun 2024 to May 2025
  5. Center for Asset ManagementFeb 2023 to Jun 2024
  6. StudentJan 2020 to Dec 2022
  7. GrandesAug 2019 to Mar 2020
  8. 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
Advisor's SEC record (opens in a new tab)
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