BLUE DIAMOND SECURITIES OF AMERICA LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
5
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 a limited liability company that appears on FINTRX as SEC-registered in 2012 and owned by an individual. The firm's classification is listed as unclassified and the profile provides minimal detail on client segments, fee structure or day-to-day advisory activities. FINTRX flags it as not a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

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

    CEO and CCOCRD 2534369

Contacts

3 of 4
  • JOSEPH VALENTIC

    PresidentCRD 6850267

  • RUSERIM HASAN

    Registered Financial AdvisorCRD 1315687

  • PETER F CHIU

    MemberCRD 8015031

Unlock 1 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