Diego Fernando Daza

Employer firm

Balanz CRD 322263

$153M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 09/2023
  Citigroup
  Miami, FL
• 09/2016 → 01/2017
  Unemployed
  Miami, FL
• 09/2023 → Present
  Holistic Brokerage, Llc
  Miami, FL
• 09/2023 → Present
  Balanz Advisors Llc
  Coral Gables, FL
• 08/2025 → Present
  Balanz Capital Usa Llc
  Coral Gables, FL

Previous Registrations

• 2021-03-01 → 2023-10-06
  Citigroup Global Markets Inc.
  Miami, FL

Other Businesses

BALANZ ADVISORS LLC - REGISTERED INVESTMENT ADVISER. SINCE 09/2023. 40 HRS PER WEEK. SAME ADDRESS AS BALANZ CAPITAL USA LLC. INVESTMENT ADVICE.

Exams

• S66 Uniform Combined State Law Examination
  2021-02-25

Other Names

• Diego Fernando Daza
• Diego F Daza
• Diego Daza
• Diego Fernando Daza Gallego