Brett Diamond is a registered investment advisor, based in Dallas, TX, with 25 years of industry experience.
Location
Dallas, TX
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Regulatory History (1)
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Customer Dispute
April 2014Settled
Other Business Activities
Brett owns rental real estate, dedicating minimal time as a landlord. He is also an owner of Park Cities Group, a support company, where he works as a financial advisor, also dedicating minimal time.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
March 2019 - May 2022 · 3 yrs 2 mos
Morgan StanleyBroker
June 2009 - March 2019 · 9 yrs 9 mos
Morgan Stanley
June 2009 - March 2019 · 9 yrs 9 mos
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
December 2000 - June 2009 · 8 yrs 6 mos
Fidelity Brokerage Services, INC.Broker
October 1999 - June 2000 · 8 mos
State Registrations27 states
ARAZCACOCTFLGAILINLAMDMIMONCNJNVNYOHOKORPAPRTNTXVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.