Greg
Diamond

Royal Alliance Associates, Inc

CRD#4553536
Investment Advisor
in Wilton, CT

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About this Advisor

Greg Diamond is a financial advisor operating in Wilton, Connecticut with 17 years of relevant experience. Diamond is currently employed by Royal Alliance Associates, Inc. The advisor has gained experience at Pinnacle Taxx Advisors, LLC and Royal Alliance Associates, Inc. Diamond holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Royal Alliance Associates, Inc is a financial advisory business operating out of Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 people on staff. It handles $30 billion in assets between its 149,233 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 191 charities and foundations. Of its 149,233 client accounts, just 11% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Royal Alliance Associates, Inc offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice are based on which services the firm provides the client. Fees charged by Royal Alliance Associates, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

195 Danbury Rd Suite 130
Wilton, CT 06897

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

CT Average: $10,121,009,343
Total Number of Employees

3,704

CT Average: 92
Total Number of Accounts

149,233

CT Average: 6,978
Average Account Size

$197,920

CT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Greg Diamond Work History

Greg has been registered as a financial advisor for 17 years.*

2003 - Present (21 years)

Royal Alliance Associates, Inc

2002 - Present (22 years)

Pinnacle Taxx Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Greg Diamond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Amanda Johnson
Spokane, WA
Joel Morales
Wesley Chapel, FL
Trisha Qualy
St Louis Park, MN
David Whitfield
Mishawaka, IN
Stephen Carter
Grandville, MI
Grant Hartwell
Torrance, CA
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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