Connor James Diem
Investment adviser representative at Sims Investment Management LLC
10 yearsExperience
1 stateRegistered in
$304.6MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sims Investment Management LLCJul 2026 to now
- Alliance Group of Western NYJun 2020 to Jun 2026
- Sir Ice RinkOct 2018 to Jan 2019
- StudentMay 2016 to May 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Sims Investment Management LLC
$304.6MAssets managed
522Clients
6Advisers
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
- 8311706
- Firm CRD
- 169491