Michael Sitzman has been an investment adviser representative at Diamond Client Group since October 2021, and is not listed among the firm’s executive officers or direct owners.
Diamond Client Group, LLC is a The Woodlands, TX firm with $186M under management, 436 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Michael Sitzman works with clients at Diamond Client Group, LLC, guiding decisions intended to help create financial independence and to prepare future generations. Sitzman focuses on the specific needs uncovered by the firm's planning process.
Michael Sitzman’s longest registration was 5 years at MML Investors Services, LLC (2016–2021). Before joining Diamond Client Group in 2021, Michael Sitzman was registered through MML Investors Services, LLC and Park Avenue Securities LLC.
- MML Investors Services, LLC– · 5 yearsHouston, TX · Adviser representative · Firm CRD 10409
- Park Avenue Securities LLC– · 4 yearsHouston, TX · Adviser representative · Firm CRD 46173
- Cambridge Investment Research Advisors, Inc.– · under a yearHouston, TX · Adviser representative · Firm CRD 134139
- Ameriprise Financial Services, Inc.– · 4 yearsThe Woodlands, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Michael Sitzman is registered as an investment adviser representative in Texas, since October 2021.
- TexasSince 27 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 November 2005 |
| Series 7 | General Securities Representative Examination | 15 September 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Adam Sitzman
- CRD
- 4967578
- Firm
- Diamond Client Group · CRD 310570
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- diamondclientgroup.com
Where does Michael Sitzman work?
Michael Sitzman is an investment adviser representative registered through Diamond Client Group, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Michael Sitzman a financial advisor?
Yes. Michael Sitzman has a current investment-adviser registration in Texas, through Diamond Client Group since October 2021.
How many years of experience does Michael Sitzman have?
Michael Sitzman has 20 years in the financial industry, since April 2006, across 5 adviser firms.
What exams has Michael Sitzman passed?
Michael Sitzman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2005. FINRA credited Michael Sitzman with the SIE, which began in October 2018.
Where did Michael Sitzman work before Diamond Client Group?
Before Diamond Client Group, Michael Sitzman was registered through MML Investors Services, LLC, April 2016 to October 2021; Park Avenue Securities LLC, October 2011 to March 2016; Cambridge Investment Research Advisors, Inc., November 2010 to April 2011; Ameriprise Financial Services, Inc., November 2005 to November 2010.
Is Michael Sitzman registered with FINRA?
No. Michael Sitzman has no current broker registration.
How can I verify Michael Sitzman’s record?
Search CRD 4967578 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Sitzman’s full registration record.
