John
Diaz

Premier Wealth Advisors, LLC

CRD#1327431
Investment Advisor
in New York, NY
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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

Series 63, Series 65

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

14 East 60Th Street Suite 402
New York, NY 10022

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Premier Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$291,418,669

NY Average: $7,464,549,021
Total Number of Employees

9

NY Average: 88
Total Number of Accounts

419

NY Average: 3,892
Average Account Size

$695,510

NY Average: $1,917,921

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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.

2012 - Present (7 years)

First Allied Advisory Services, Inc

2004 - Present (15 years)

Premier Wealth Advisors, LLC

2004 - Present (15 years)

First Allied Securities, Inc

Disclosures

John Diaz has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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