Unclaimed Profile

Fernando Diaz

TREMONT REALTY CAPITAL LLC·NEWTON, Massachusetts

Clean recordTREMONT REALTY CAPITAL LLC

255 WASHINGTON STREET, NEWTON, MA 02458-1634CRD# 1909839Firm CRD# 283569

Profile Verification

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

Identity

Fernando Diaz · NEWTON, MA

Registration

CRD #1909839 · TREMONT REALTY CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Fernando Diaz is a registered financial advisor based in NEWTON, Massachusetts, affiliated with TREMONT REALTY CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TREMONT REALTY CAPITAL LLC

AUM

$752M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TREMONT REALTY CAPITAL LLC →

Services

Pension consulting

Background

Compensation

Performance-based fees

Other: A PERCENTAGE OF THE EQUITY OF A CLIENT

Regulatory

SEC/IARD CRD# 1909839

Firm CRD# 283569

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Fernando Diaz offer?

Fernando Diaz specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.

What are Fernando Diaz's credentials?

Fernando Diaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Fernando Diaz located?

Fernando Diaz is based in NEWTON, Massachusetts, working with TREMONT REALTY CAPITAL LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Fernando Diaz charge for services?

Fernando Diaz's firm is compensated through performance-based fees, other: a percentage of the equity of a client. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREMONT REALTY CAPITAL LLC?

TREMONT REALTY CAPITAL LLC has approximately 32 employees and manages $752M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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