Brian
Crawley

Diazo, LLC

CRD#6373264
Investment Advisor
in Henderson, NV

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About this Advisor

Brian Crawley is a financial advisor based in Henderson, Nevada, working with Diazo, LLC. Brian has previously held positions at Sparrow Wealth Management, Hightower Advisors, LLC, Friends Of Joe Heck, Anderson Business Advisors, Hightower Securities LLC, Goldman Sachs Pfm, Consulting, Arista Wealth Management, Innovative Adviser Solutions, LLC, Diazo, LLC, and Redrock Wealth Management. Brian has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Nevada. Currently, Brian is part of Diazo, LLC, which operates out of Henderson, Nevada. The firm has one office and five employees. The firm manages assets totaling $132.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Diazo, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2518 Anthem Village Dr, Suite 104
Henderson, NV 89052

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Diazo, LLC Brokerage Details

Total Assets Under Management

$132,663,742

NV Average: $664,206,839
Total Number of Employees

5

NV Average: 10
Total Number of Accounts

467

NV Average: 1,698
Average Account Size

$284,077

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Crawley Work History

2023 - Present (1 year)

Diazo, LLC

2022 - 2023 (1 year)

Innovative Adviser Solutions, LLC

2021 - 2022 (1 year)

Goldman Sachs Pfm

2020 - 2021 (1 year)

Consulting

2020 - 2020 (< 1 year)

Arista Wealth Management

2020 - 2020 (< 1 year)

Redrock Wealth Management

2016 - 2020 (4 years)

Hightower Advisors, LLC

2016 - 2020 (4 years)

Hightower Securities LLC

2015 - 2015 (< 1 year)

Friends Of Joe Heck

2015 - 2016 (1 year)

Anderson Business Advisors

2014 - 2015 (1 year)

Sparrow Wealth Management

Disclosures

Please visit the SEC profile of Brian Crawley 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 Diazo, LLC

Brian Crawley
Henderson, NV
Justin Long
Henderson, NV
Scott Sensenig
Myrtle Beach, SC

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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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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