Diana Batchelor, financial advisor New York NY

Diana Batchelor

CRD Number: 4901717
Current Firm: Wealthstream Advisors, Inc.

Diana Batchelor (CRD# 4901717) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 17 years of experience in the finance industry. Diana Batchelor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Origin Financial
Professional Designations
Company Name Location Dates Years
Wealthstream Advisors, Inc. National Harbor, MD Jan 2021 - Current 1
Lifetime Wealth Planning And Management, LLC Alexandria, VA Jan 2005 - Dec 2020 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Diana J. Batchelor
Phone Number: (212) 971-9241
Registered State(s):
  • MD
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,157
    MILLIONS
  • Total Number of Accounts
    1,734
    ACCOUNTS
  • Average Account Value
    $667,242
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

CA, CT, FL, GA, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA

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