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Demetrius Marcelle Edwards

Iconiq Capital, LLC

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About Demetrius Marcelle Edwards

Demetrius Marcelle Edwards is an investment advisor representative at Iconiq Capital, LLC. Demetrius has been in the financial services industry since 2014 and has experience working with various financial institutions. Demetrius holds licenses Series 6, 7, 63, 65, and 66.

Firm Information

Demetrius Edwards is currently registered with Iconiq Capital, LLC. Iconiq Capital, LLC is a San Francisco-based investment advisory firm managing approximately $84.2 billion in assets for a variety of clients, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. Their services include portfolio management, selection of other advisors, and other advisory services. They do not offer financial planning or pension consulting.
Iconiq Capital, LLC

50 BEALE ST.

SAN FRANCISCO, CA 94105

$84.19B

Assets Under Management

Not reported

Total Clients

66

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio managment for private foundations

Portfolio managment for private foundations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Demetrius Edwards’s Registration & Firm History

CA

03/09/2023 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

MD

12/09/2015 - 02/27/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

DC

07/24/2015 - 11/30/2015

ICMA-RC SERVICES, LLC (WASHINGTON DC)

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Licenses & Designations

IA

Issued 02/18/2023

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/29/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/24/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Demetrius Marcelle Edwards.
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