Jerry Diamantides (CRD# 6775782) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moors & Cabot Inc. | Boston, MA | Mar 2023 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Dec 2020 - Mar 2023 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Norwood, MA | Jun 2019 - Dec 2020 | 1 |
| Bank Of America, N.a. | Norwood, MA | Jun 2019 - Dec 2020 | 1 |
| Santander Securities, LLC | Dorchester, MA | Mar 2017 - Jun 2019 | 2 |
| Santander Bank, Na | Boston, MA | Oct 2016 - Jun 2019 | 2 |
| Uber | Providence, RI | Jul 2016 - Sep 2016 | < 1 |
| Collette | Pawtucket, RI | Sep 2013 - Jun 2016 | 2 |
| Community College Of Rhode Island | Warwick, RI | Sep 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- RI
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Total Assets Under Management2,492MILLIONS
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Total Number of Accounts4,119ACCOUNTS
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Average Account Value$605,094
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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