Blue Diamond Securities Of America LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
158821
Registered since
March 8, 2012

Firm profile

FINTRX

Overview

Blue Diamond Securities Of America LLC is organized as a limited liability company and is shown in the record as SEC-registered since 2012. The firm is listed as owned by an individual and is classified as "Unclassified" in the dataset. The profile does not include a description of the firm's advisory activities, client segments, fee model, or investment focus. The record also flags several negative designations: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Mark Zagotti

    Mark Zagotti

    CEO and CCOCRD 2534369

Contacts

3 of 5
  • Joseph Valentic

    Joseph Valentic

    PresidentCRD 6850267

  • Darren Tseng

    Darren Tseng

    Office AssistantCRD 8283954

  • Ruserim Hasan

    Registered Financial AdvisorCRD 1315687

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth