Chahat Kumari
Investment adviser representative at Black Diamond Financial, LLC
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
11 yearsFirm in business
Are you Chahat Kumari? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Black Diamond Financial, LLCJul 2025 to now
- Black Diamond FinancialJun 2024 to Aug 2024
- Loyola University MarylandAug 2022 to May 2025
- Cds LogisticsJul 2022 to Aug 2023
- Loyola University of MarylandSep 2021 to May 2025
- Macy'sApr 2021 to Sep 2021
- ChipotleJun 2020 to Aug 2020
- Dundalk High SchoolAug 2017 to Jun 2021
- Holabird Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Black Diamond Financial, LLC
$1.4BAssets managed
361Clients
13Advisers
11 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
- 8182602
- Firm CRD
- 145108