Cian
Desmond

Wilshire Advisors LLC

CRD#6265613
Investment Advisor
in Santa Monica, CA

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About this Advisor

Cian Desmond is a financial advisor working out of Santa Monica, California, who has 5 years of relevant experience. Desmond is an employee of Wilshire Advisors LLC. Their career trajectory has included roles at Brighton House Associates, LLC, The Chef'S Table, Canterbury Consulting, Shepherd Kaplan LLC and Wilshire Associates. Desmond has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in California. Wilshire Advisors LLC is a financial advisory business operating out of Santa Monica, CA. The investment advisory business has offices in six locations and a total of 273 employees. It administers $96 billion in total assets across its 591,801 accounts, making it one of the largest firms in the nation by assets under management. The firm advises one charities and foundations. The firm performs a number of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fees billed by Wilshire Advisors LLC likely consist of any blend of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1299 Ocean Avenue Suite 600
Santa Monica, CA 90401-1085

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Wilshire Advisors LLC Brokerage Details

Total Assets Under Management

$95,554,572,990

CA Average: $7,578,581,321
Total Number of Employees

273

CA Average: 43
Total Number of Accounts

591,801

CA Average: 3,727
Average Account Size

$161,464

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Cian Desmond Work History

Cian has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Wilshire Associates

2016 - 2018 (2 years)

Shepherd Kaplan LLC

2014 - 2016 (2 years)

Canterbury Consulting

2012 - 2014 (2 years)

Brighton House Associates, LLC

2002 - 2013 (11 years)

The Chef'S Table

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cian Desmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wilshire Advisors LLC

Ashley Smith-Roos
Santa Monica, CA
Suehyun Kim
Santa Monica, CA
Bendukai Bouey
Santa Monica, CA
Cian Desmond
Santa Monica, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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