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Kyle Robert Demshki

Seia

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About Kyle Robert Demshki

Kyle Robert Demshki is a financial advisor with Seia, based in Redondo Beach, CA. Kyle has been in the financial industry since 2017 and has a Series 7, Series 66 and SIE license. Kyle is registered to provide investment advice in California. Kyle also has experience as an independent insurance agent. In addition to advising clients on their financial plans, Kyle also provides portfolio management for individuals and businesses.

Firm Information

Kyle Demshki is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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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Kyle Demshki’s Registration & Firm History

CA

11/30/2017 - Present

Seia (Redondo Beach CA)

CA

11/02/2018 - 08/24/2023

OSAIC WEALTH, INC. (REDONDO BEACH CA)

CA

10/04/2017 - 11/02/2018

SIGNATOR INVESTORS, INC. (REDONDO BEACH CA)

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Licenses & Designations

BOTH

Issued 11/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Robert Demshki.
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