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PD

Pamela A. Diamond

CREATIVE WEALTH BUILDERS
West Hempstead, NY
Some features on this profile are disabled
CRD#: 5456454
PD

Professional summary

Pamela Ann Diamond is a registered financial advisor currently at CREATIVE WEALTH BUILDERS, LLC located in West Hempstead, New York.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Pamela has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Ann Diamond's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 28, 2021 - Present

CREATIVE WEALTH BUILDERS, LLC

RIA
CRD#: 171632
West Hempstead, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(9/28/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/22/2014
Uniform Investment Adviser Law Examination

Current Firm

CW
CREATIVE WEALTH BUILDERS, LLC
CREATIVE WEALTH BUILDERS, LLC

CRD#: 171632 / SEC#:

New York
Registered Investment Advisory firm - (8/22/2014 Approved)
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Contact information

Main Address
West Hempstead, NY
Mailing Address
Phone number
(516) 538-7604
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts97
AUM (Assets Under Management)$ 23,848,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVE WEALTH BUILDERS, LLC

CRD#: 171632West Hempstead, NY

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