Sean Hollitz
Sean Hollitz is a ChFC-designated registered investment advisor at Blackdiamond Wealth Management, LLC, based in New York, NY, with 21 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 328 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlackDiamond's investment management fee is based on the average daily balance of your portfolio and is charged monthly. The fee can be up to 1.25% per year, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. BlackDiamond may recommend unaffiliated investment managers, but the total fee will not exceed 2.00% annually.
Location
31 Hudson Yards, Floor 10, Suite 55, New York, NY, 10001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean is a managing partner at BlackDiamond Wealth Management, focusing on financial planning and investment management, dedicating full-time hours. He also owns an apartment and is an insurance agent selling various insurance products and fixed annuities, as well as overseeing BlackDiamond Insurance Services, Inc.
Employment History
Current Registrations
Blackdiamond Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Worldco, L.L.C.Broker
Prime Charter LTD.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.