Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Demonte is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with RBC Capital Markets, LLC. Brian has held previous positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., McDonald Investments Inc., Key Investments Inc., A. G. Edwards & Sons, Inc., Josephthal Lyon & Ross Incorporated, D. Blech & Company, Incorporated, and Noble International Investments, Inc. Brian has a strong track record of success in providing financial advice to individuals, businesses, and institutions. Brian holds the Series 7, Series 31, Series 63, and Series 65 licenses. Brian is also a registered investment advisor in New York, New Jersey, and Arizona.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
10/28/2024 - Present
RBC Capital Markets, LLC (Cicero NY)
NY
06/01/2009 - 06/03/2010
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SYRACUSE NY)
NY
05/21/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SYRACUSE NY)
OH
05/14/1999 - 05/27/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
08/05/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MO
11/15/1995 - 06/27/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
09/26/1994 - 11/22/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
06/07/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
FL
11/18/1993 - 06/09/1994
NOBLE INTERNATIONAL INVESTMENTS, INC. (BOCA RATON FL)
IA
Issued 06/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Demonte is the right advisor for you? Invested Better is here to help.
