Brian Crawley
Advisor at Diazo, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Diazo, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Henderson, NV 89052
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Brian Crawley is a CFP® professional with eight years of experience in the financial advisory industry. He is currently with Diazo, LLC and has previously worked at firms including Goldman Sachs PFM, Innovative Adviser Solutions, and Hightower Advisors. Diazo, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a multi-method investment process and incorporates tools to document client risk tolerances, offering a range of investment options including mutual funds, equities, fixed income, and private placements.
Based on Diazo, LLC
Between $1,000 and $5,000 for financial planning
$0 - $999,999: 1.40% $1,000,000 - $2,999,999: 1.10% $3,000,000+: 0.90%
2534 Anthem Village Dr, Suite 100
Henderson, NV 89052
Nevada
Diazo, LLC
2023 - Present (3 years)
Innovative Adviser Solutions, LLC
2022 - 2023 (1 year)
Goldman Sachs PFM
2021 - 2022 (1 year)
Consulting
2020 - 2021 (1 year)
Redrock Wealth Management
2020 - 2020 (1 year)
Arista Wealth Management
2020 - 2020 (1 year)
Hightower Securities LLC
2016 - 2020 (4 years)
Hightower Advisors
2016 - 2020 (4 years)
Anderson Business Advisors
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")