Adviser and broker representative · Aviso Wealth Management
Diana Kon
CRD 6053108 · Bellevue, WA
At a glance
Diana Kon is an investment adviser representative with Aviso Wealth Management in Bellevue, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Diana’s SEC record dates to 2013, about 13 years ago. Diana is also registered as a broker representative.
Current advisory firm
- Aviso Wealth ManagementSince October 2023Bellevue, WA · $621M in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Diana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.