Unclaimed Profile

Jay Marc Diamond

INVESTMARK ADVISORY GROUP LLC·SHELTON, Connecticut

INVESTMARK ADVISORY GROUP LLC

3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 1293312Firm CRD# 121060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Marc Diamond · SHELTON, CT

Registration

CRD #1293312 · INVESTMARK ADVISORY GROUP LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jay Marc Diamond is a registered financial advisor based in SHELTON, Connecticut, affiliated with INVESTMARK ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INVESTMARK ADVISORY GROUP LLC

AUM

$712M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INVESTMARK ADVISORY GROUP LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1293312

Firm CRD# 121060

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jay Marc Diamond offer?

Jay Marc Diamond specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.

What are Jay Marc Diamond's credentials?

Jay Marc Diamond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Marc Diamond located?

Jay Marc Diamond is based in SHELTON, Connecticut, working with INVESTMARK ADVISORY GROUP LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does Jay Marc Diamond charge for services?

Jay Marc Diamond's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMARK ADVISORY GROUP LLC?

INVESTMARK ADVISORY GROUP LLC has approximately 10 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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