Diana Neuss is a registered investment advisor at Smartleaf Asset Management LLC, based in Boston, MA, with 9 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $3.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$3.7B
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Location
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA, 02114
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Smartleaf Asset Management LLC
January 2017 - Present · 9 yrs 4 mos
State Registrations1 state
MA
Advisor
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.
Exams
No exam information available for this advisor.