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Diego Gabriel Biggerstaff

Advisor at Piedmont Capital Management, LLC — Whitefish, MT

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Whitefish, MT 59937

Piedmont Capital Management, LLC logo

Piedmont Capital Management, LLC

Supported

Total advisors

3

Clients per advisor

155 Very High

Avg AUM per client

$496,081 Low

HNW client ratio

13% Low

About

Diego Biggerstaff is a financial advisor at Piedmont Capital Management, LLC with a Series 65 credential. He has one year of industry experience. Prior to joining Piedmont Capital Management, he held roles in various fields including consumer services and education. Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm uses a combination of technical, fundamental, and cyclical analysis to manage portfolios and serves a high volume of clients through standardized processes and custodial platform services.

Client services

Based on Piedmont Capital Management, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Piedmont Capital Management, LLC

Wealth management

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Fee options

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.30% $250,000 - $500,000: 1.10% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%

Location

Whitefish, MT

6442 Highway 93 South

Whitefish MT 59937

Advisors at this office

3

Most active in

Montana

Work history

< 1 year of industry experience

Piedmont Capital Management, LLC

2026 - Present • 1 year

Whitefish, MT

12 OZ Collective

2025 - 2025 • 1 year

Columbia Falls, MT

Four Seasons Landscaping

2025 - 2025 • 1 year

Whitefish, MT

Les Schwab

2024 - 2025 • 1 year

Kalispell, MT

Flathead Valley Community College

2024 - 2026 • 2 years

Kalispell, MT

Army Navy

2023 - 2024 • 1 year

Kalispell, MT

Hoopers Garden Center

2023 - 2024 • 1 year

Kalispell, MT

Home School

2020 - 2025 • 5 years

Kalispell, MT

Connections Academy

2016 - 2020 • 4 years

Gresham, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward R

Series 63, Series 65

Whitefish, MT

GlacierWealth

Edward Rainford is the sole advisor at GlacierWealth, an independent investment advisory firm based in Whitefish, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 22 years with GlacierWealth. GlacierWealth provides discretionary and non-discretionary investment management and integrated financial planning primarily for individual clients, while also serving charitable organizations, corporate clients, and pension or profit-sharing plans. The firm uses a Risk Tolerance Assessment to guide investment policy and applies a combination of asset allocation, fundamental, technical, and quantitative analysis in managing client portfolios.

Options & derivatives strategies Passive / index investing Active portfolio management Wealth management General estate planning guidance Founder/Business Owner
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Kristin H

CFP®, Series 63, Series 65

Whitefish, MT

Royal Palms Capital, LLC

Kristin Hetzer is a CFP® with 42 years of industry experience and is the principal advisor at Royal Palms Capital, LLC, where she has worked since 2005. She is also licensed as an insurance agent. Royal Palms Capital offers customized investment supervisory and consulting services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both fundamental and technical analysis across multiple investment strategies tailored to client risk tolerance and objectives.

Wealth management
user avatar

John K

CFP®, Series 66

Kalispell, MT

Ascent Wealth Management

John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.

Divorce financial planning Cash flow / budgeting Retirement withdrawal strategies Options & derivatives strategies
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Alfred M

Series 63, Series 65

Whitefish, MT

Main Line Retirement Advisors, LLC

Alfred Matarazzo is a financial advisor with Main Line Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long-term roles at FSC Securities Corporation and Main Line Financial Advisors LLC. Outside of finance, he is a passive partner in a craft spirits distillery and has served on nonprofit and industrial development boards. Main Line Retirement Advisors serves individual investors, including high-net-worth clients, and corporate retirement plan sponsors, providing discretionary wealth management and comprehensive financial planning. The firm manages portfolios primarily on a discretionary basis, combining fundamental and technical analysis, options strategies, and third-party manager allocations.

General retirement planning Retirement income strategy Wealth management Options & derivatives strategies
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Andrew C

Series 65

Whitefish, MT

Piedmont Capital Management, LLC

Andrew Coco is a Series 65-licensed advisor with seven years of industry experience. He has worked at Piedmont Capital Management, LLC since 2024 and previously operated Coco Enterprises, LLC for six years. Prior to his financial career, he was employed by Norfolk Southern Railroad for three years. Piedmont Capital Management is a registered investment adviser serving individual and high-net-worth clients, family offices, trusts, and other entities. The firm offers discretionary wealth management and standalone financial planning, managing approximately $200 million in client assets with an investment approach that integrates technical, fundamental, and cyclical analysis.

Wealth management
user avatar

Zachary M

CFP®, Series 65

Whitefish, MT

Main Line Retirement Advisors, LLC

Zachary Matarazzo is a CFP® credentialed financial advisor with eight years of industry experience, currently serving at Main Line Retirement Advisors, LLC since 2017. Prior to his advisory career, he was a full-time student for ten years. Main Line Retirement Advisors, LLC (d/b/a HeartStone Advisors) provides discretionary wealth management and comprehensive financial planning to individual investors, including high-net-worth clients, as well as retirement plan consulting and participant education for corporate sponsors. The firm manages approximately $394 million in assets using a combination of fundamental and technical analysis, options strategies, and third-party manager allocations.

General retirement planning Retirement income strategy Wealth management Options & derivatives strategies
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