Kyle
Demshki

Seia

CRD#6090847
Investment Advisor
in Redondo Beach, CA

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About this Advisor

Kyle Demshki is a financial advisor operating in Redondo Beach, California, with 6 years of industry experience. Demshki is an employee of Seia. Their career trajectory has included roles at Sii, Joel Isaacson & Co., LLC, New York University, Charles Schwab & Co, Seia LLC and Royal Alliance Associates, Inc. Demshki maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California. Seia is a financial advisory business based in Los Angeles, CA. The firm has offices in 12 locations and a total of 98 advisors. It oversees $12 billion in assets under management across its 17,180 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 16 charities and foundations. Of its 17,180 accounts, 62% belong to high-net-worth clients who have more than $1 million in assets. The business provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice vary depending on which services the firm provides the client. However, fee types charged by Seia most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1815 Via El Prado Suite 100
Redondo Beach, CA 90277

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Seia Brokerage Details

Total Assets Under Management

$11,665,897,705

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

98

CA Average: 43
Total Number of Accounts

17,180

CA Average: 3,727
Average Account Size

$679,039

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kyle Demshki Work History

Kyle has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

2017 - Present (7 years)

Seia LLC

2017 - 2018 (1 year)

Sii

2014 - 2017 (3 years)

Joel Isaacson & Co., LLC

2013 - 2014 (1 year)

New York University

2013 - 2013 (< 1 year)

Charles Schwab & Co

2012 - 2013 (1 year)

New York University

*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 Kyle Demshki 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 Seia

Sara Hendrix
Redondo Beach, CA
Leonard Hirsh
Los Angeles, CA
Chad Miller
Irvine, CA
Hayley Wood
Los Angeles, CA
Ilya Solovey
Redondo Beach, CA
David Nicholson
Los Angeles, CA
Eric Rosen
Los Angeles, CA
Jesse Brown
Houston, TX

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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