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Ian E Sexsmith

Parnassus Investments, LLC

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About Ian E Sexsmith

Ian Sexsmith is a financial advisor with Parnassus Investments, LLC. Ian has been a registered representative for over 14 years, and a registered investment advisor for over 10 years. Ian has a wide range of experience in the financial industry, including experience with investment companies, pooled investment vehicles, and corporations. Ian has passed the Series 63, Series 65, Series 6, Series 37 and SIE exams. Ian is a Chartered Financial Analyst and has a deep understanding of the financial markets. Ian is dedicated to providing his clients with the highest quality financial advice and investment management services.

Firm Information

Ian Sexsmith is currently registered with Parnassus Investments, LLC. Parnassus Investments, LLC is a San Francisco, CA-based investment advisor with over $46 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, investment companies, and other investment advisors. Parnassus Investments' client base includes high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds.
Parnassus Investments, LLC

1 MARKET STREET

SAN FRANCISCO, CA 94105

$46.52B

Assets Under Management

8

Total Clients

17

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Ian Sexsmith’s Registration & Firm History

CA

12/10/2021 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

CA

03/28/2012 - 08/31/2022

PARNASSUS FUNDS DISTRIBUTOR, LLC (San Francisco CA)

NA

01/29/2008 - 05/20/2008

SCOTIA CAPITAL (USA) INC. (TORONTO, ONTARIO )

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Licenses & Designations

IA

Issued 07/23/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/28/2008

Series 37 - Canada Module of the General Securities Registered Representative (With Options Questions)

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian E Sexsmith.
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