Diana
Neuss

Smartleaf Asset Management LLC

CRD#4085811
Investment Advisor
in Boston, MA

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About this Advisor

Diana Neuss is a financial advisor based in Boston, Massachusetts, working with Smartleaf Asset Management LLC. Diana has previously held positions at Smartleaf, Inc and Smartleaf Asset Management. Diana has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Diana is part of Smartleaf Asset Management LLC, which operates out of Boston, Massachusetts. The firm has 13 employees and manages assets totaling $2.7 billion. The services offered by the firm include portfolio management for institutional clients. The fee structure at Smartleaf Asset Management LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

One Bowdoin Square Suite 1000, 10Th Floor
Boston, MA 02114

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Smartleaf Asset Management LLC Brokerage Details

Total Assets Under Management

$2,691,262,439

MA Average: $16,012,751,954
Total Number of Employees

13

MA Average: 118
Total Number of Accounts

10,798

MA Average: 4,567
Average Account Size

$249,237

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Diana Neuss Work History

2015 - Present (9 years)

Smartleaf Asset Management

2007 - Present (17 years)

Smartleaf, Inc

Disclosures

Please visit the SEC profile of Diana Neuss 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 Smartleaf Asset Management LLC

Robert Leaper
Boston, MA
Wei Zhang
Boston, MA
Benjamin Cutrell
Boston, MA
Mohammad Heidari
Boston, MA
Diana Neuss
Boston, MA
Gerard Michael
Boston, MA
Kevin Hilsmier
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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