Premier Wealth Advisors, LLC
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About this Advisor
John Diaz is an investment advisor who works in New York, New York. Currently a registered financial advisor with Premier Wealth Advisors, LLC, they have accumulated 14 years of work experience. Diaz has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Diaz is registered to serve customers in New Jersey. During their career, Diaz has held roles at Premier Wealth Advisors, LLC, First Allied Securities, Inc and First Allied Advisory Services, Inc. Premier Wealth Advisors, LLC is headquartered in New York, New York, and operates out of two other offices throughout the United States. As a company, Premier Wealth Advisors, LLC manages $255 million in assets across 387 accounts and retains 10 staff members. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Premier Wealth Advisors, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Premier Wealth Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Diaz Work History
John has 14 years of experience.
First Allied Advisory Services, Inc
Premier Wealth Advisors, LLC
First Allied Securities, Inc
John Diaz has disclosures.
Please visit their SEC profile for more details.