Michael Diaz is a registered investment advisor at Peteralexander, based in West Conshohocken, PA, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
PeterAlexander does not manage investments directly. Instead, they refer you to third-party investment advisors. You will pay the third-party advisor directly for investment management services. PeterAlexander receives a referral fee from the third-party advisor.
Location
15 Union Hill Road, Suite 150, West Conshohocken, PA, 19428-2718
Get directionsHistory
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 Activities
Michael is the social media director for The Green Legion, a sports travel and entertainment company, and a radio/podcast cohost for iHeart Radio in Philadelphia. These activities take about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Peteralexander
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations1 state
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.