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Homero Jose Diaz

Castleview Partners, LLC

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About Homero Jose Diaz

Homero Diaz is a financial advisor with Castleview Partners, LLC, in Coral Gables, Florida. Homero has been in the financial services industry since 2010 and is registered with the state of Florida as well as California and Texas. Homero specializes in providing financial planning and investment advice to high-net-worth individuals. Homero has experience working with Merrill Lynch, HSBC Securities, and Kovack Securities.

Firm Information

Homero Diaz is currently registered with Castleview Partners, LLC. Castleview Partners, LLC is a registered investment advisor located in Dallas, TX. The firm provides financial planning, portfolio management for individuals, and educational seminars. Castleview Partners, LLC manages approximately $269,982,571 in assets for 1,308 clients. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Castleview Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$269.98M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Homero Diaz’s Registration & Firm History

FL

09/28/2022 - Present

Castleview Partners, LLC (Coral Gables FL)

FL

11/05/2020 - 07/10/2024

KOVACK SECURITIES INC. (Coral Gables FL)

FL

07/19/2016 - 10/22/2019

HSBC SECURITIES (USA) INC. (MIAMI FL)

FL

04/12/2012 - 07/05/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

FL

01/20/2010 - 03/23/2012

METLIFE SECURITIES INC. (CORAL GABLES FL)

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Licenses & Designations

BOTH

Issued 07/06/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/19/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Homero Jose Diaz.
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