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JL

Jennifer Lammer

DIAMOND NESTEGG
Scarsdale, NY
Some features on this profile are disabled
CRD#: 7597889
JL

Professional summary

Jennifer Lammer, who also goes by Jennifer Duong, Tho Man Duong, is a registered financial advisor currently at DIAMOND NESTEGG located in Scarsdale, New York.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jennifer has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Duong | Tho Man Duong

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.
(1) 2020-Present: Insurance Agent/Insurance Related/Scarsdale, NY/Independent Insurance Agent/Offer insurance products and services via unaffiliated issuers and agencies/Involves approximately 10% time each month, including during traditional business hours.//(2) 2018-Present: Lammer and Company, LLC/Not Investment Related/Scarsdale, NY/Active LLC but inactive business entity/Chief Executive Officer & Managing Member/Inactive entity, no time involved with this business.//(3) 2016-Present: Residential Real Estate/Not Investment Related/London, United Kingdom/Property Owner/Passive income from residential real estate/Involves one percent time each month, typically after traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer 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 3, 2022 - Present

DIAMOND NESTEGG

RIA
CRD#: 322780
Scarsdale, 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
(8/3/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/8/2022
Securities Industry Essentials Examination

Current Firm

DN
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
4

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.

Company Information

DIAMOND NESTEGG

CRD#: 322780Scarsdale, NY

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