PNC Wealth Management
39yrs
Top advisor by experience in Little Falls
19yrs
Robert Diamond
Financial advisor at LPL Financial
Based in Little Falls, New Jersey, Robert Diamond is a fiduciary financial advisor with 19 years of industry experience. Robert joined LPL Financial in 2024, after ten years at Osaic FS and four years at Cadaret, Grant & CO.. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 37 advisors with offices in Little Falls, and one of 35 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 58% of advisors nationwide
Office48 Notch Road, Little Falls, NJ 07424
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2014 – 2024Osaic FS, Inc.Previously
- 2010 – 2014Cadaret, Grant & CO., Inc.Previously
- Jan 2008 – Oct 2009Signator Investors, Inc.Previously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call LPL Financial at 704-733-3300 and ask for Robert Diamond. Robert works from the Little Falls, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2007, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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