Daniel
Demian
Albert Investments, LLC
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About this Advisor
Daniel Demian is a financial advisor working out of Culver City, California with a total of 4 years of industry experience. Demian is on the advisory team at Albert Investments, LLC. During their career, Demian has held roles at Albert Corporation, Formulafolio Investments, Abl & Associates LLC, Td Investment Services, Td Canada Trust, Telus, Mcdonalds, Albert Securities, LLC and Albert Investments, LLC. Demian has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Albert Investments, LLC is an advisory business operating out of Culver City, CA. It has $18 million in assets under management across its 80,235 accounts, making it one of the smaller firms in the nation by assets under management. Albert Investments, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely are based on the financial services provided. Fee types charged by Albert Investments, LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Albert Investments, LLC Brokerage Details
$17,653,429
15
80,235
$220
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Demian Work History
Daniel has been registered as a financial advisor for 4 years.*
Albert Securities, LLC
Albert Corporation
Albert Investments, LLC
Formulafolio Investments
Abl & Associates LLC
Td Investment Services
Td Canada Trust
Telus
Mcdonalds
*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 Daniel Demian 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 Albert Investments, LLC
Culver City, CA
Culver City, CA
New York, NY
Culver City, CA
Culver City, CA
Culver City, CA
Culver City, CA
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