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Chase Llewellyn

Black Diamond Financial, LLC

Lutherville, MD

CRD 7981014

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Employer firm

Black Diamond Financial, LLC CRD 145108

$1.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Black Diamond Financial, Llc

2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-09-06
  • MD RA
    APPROVED
    Since 2024-09-06

Branch Locations

2330 West Joppa Road Suite 320, Lutherville, MD 21093 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Black Diamond Financial, Llc Towson MD 09/2024 Present
Black Diamond Financial, Llc Towson MD 07/2024 08/2024
Black Diamond Financial, Llc Towson MD 06/2023 08/2023
Loyola Blakefield Towson MD 09/2014 06/2020
Georgetown University Gerogetown DC 08/2020 06/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-21

View on SEC IAPD

Nearby Firms

HARBOR INVESTMENT ADVISORY, LLC
CORBYN INVESTMENT MANAGEMENT INC
MORGAN STANLEY

Nearby Investors

FREMONT JAMES KNITTLE
ELIAS D. POE
ANDREW WILLIAM SULLIVAN

Nearby Offices

HARBOR INVESTMENT ADVISORY, LLC · LUTHERVILLE, MD
CORBYN INVESTMENT MANAGEMENT INC · LUTHERVILLE, MD
MORGAN STANLEY · Lutherville, MD

More in Lutherville, MD

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