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Samson Scott Staff

Diastole Wealth Management

New York, NY

Guilford, CT

CRD 7726510

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Employer firm

Diastole Wealth Management CRD 111604

$396M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • ADVISORY CONSULTING

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

Current Employers
Diastole Wealth Management

58 Boston Street, Guilford, CT 06437 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-17
CT RA APPROVED 2024-08-15
  • NY RA
    APPROVED
    Since 2025-10-17
  • CT RA
    APPROVED
    Since 2024-08-15

Branch Locations

New York, NY • United States

58 Boston Street, Guilford, CT 06437 • 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
Ollo Malibu CA 12/2015 01/2017
Diastole Wealth Management Guilford CT 01/2017 11/2021
Nec Henniker NH 08/2017 06/2021
Ness Stonington CT 11/2021 11/2022
Diastole Wealth Management Guilford CT 10/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-15
  • S65 Uniform Investment Adviser Law Examination
    2024-08-15

View on SEC IAPD

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