Markus Lammer

DIAMOND NESTEGG

Scarsdale, NY

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CRD#: 6691588

Professional summary

Markus Lammer is a registered financial advisor currently at DIAMOND NESTEGG located in Scarsdale, New York.

Markus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Markus has worked at 3 firms and has passed the Series 65, SIE, Series 7, Series 79 and Series 24 exams.

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.

Ms. Lammer owns income producing real estate in London, United Kingdom. This activity involves one percent of his time each month, after traditional business hours. No advisory firm clients are investors in, solicited on behalf of, or served by this property; therefore, our firm does not believe this activity presents a conflict of interest with its clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Markus Lammer'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

August 6, 2025 - Present

DIAMOND NESTEGG

RIA

CRD#: 322780

Scarsdale, NY

Past

August 15, 2024 - July 24, 2025

UBS SECURITIES LLC

CRD#: 7654

New York, NY

Past

October 26, 2016 - May 30, 2025

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, 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
(8/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2017

General Securities Representative Examination

General Industry/Product Exam

Series 79

Date: 10/26/2016

Investment Banking Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/20/2017

General Securities Principal Examination

Current Firm

DIAMOND NESTEGG

DIAMOND NESTEGG | DIAMOND NESTEGG, LLC

CRD#: 322780 / SEC#:

New York

Registered Investment Advisory firm - (8/3/2022 Approved)

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Contact information

Main Address

Scarsdale, NY

Mailing Address

450 Lexington Avenue #2107, New York, NY 10163

Phone number

(917) 858-3278

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Markus Lammer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Markus Lammer's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIAMOND NESTEGG

UBS SECURITIES LLC

CREDIT SUISSE SECURITIES (USA) LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2025

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2017

Series 79

Date: 10/26/2016

Series 24

Date: 1/20/2017

Current Firm

DIAMOND NESTEGG

Contact information

Documents

Red Flags

Company Information

DIAMOND NESTEGG

TRUST BUT VERIFY

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