George Edward Diamantis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2011 → Present
  Lpl Financial Llc
  Chamblee, GA
• 03/2014 → 12/2021
  Bay Financial Advisors, Inc.
  Chamblee, GA

Previous Registrations

• 2014-03-11 → 2021-12-31
  Bay Financial Advisors, Inc.
  Chamblee, GA
  Waltham, MA
• 2003-12-19 → 2011-09-01
  Equitable Advisors, Llc
  Atlanta, GA
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

(1) 08/26/2011: George E. Diamantis - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 7% Time Spent - Life, Health, DI, LTC and fixed annuities (2) 10/02/2012: Peachtree Benefit Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 5% Time Spent - health, dental, life, DI, LTC (3) 08/16/2016: BAY FINANCIAL ASSOCIATES - DBA for LPL Business (entity for LPL business) - Investment Related - 3850 PIERCE DRIVE, SUITE 100, CHAMBLEE, GA 30341 - Started 09/20/2011 - 160 Hr/Mo; 8 Hours During Securities Trading (4) 08/17/2016: Peachtree Wealth Strategies, LLc - DBA for LPL Business (entity for LPL business) - Investment Related - 3580 Pierce Drive, Ste 100 Chamblee, GA 30341 - Started 08/26/2011 - 180 Hr/Mo; 210 Hours During Securities Trading 5) 10/01/2025 - Acrisure - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/11/2011 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-01
• S63 Uniform Securities Agent State Law Examination
  1989-02-06

Other Names

• George Edward Demantis
• Ward Diamantis
• George E Diamantis