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Terrence Michael Demorest

Westmount Partners, LLC

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About Terrence Michael Demorest

Terrence Michael Demorest is an investment advisor representative at Westmount Partners, LLC in Los Angeles, California. Terrence has been in the industry since 2005. Terrence is registered with the state of California and holds the Series 7, 63, and 66 securities licenses. Terrence specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Terrence has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.

Firm Information

Terrence Demorest is currently registered with Westmount Partners, LLC. Westmount Partners, LLC is a Los Angeles, CA-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Westmount Partners, LLC serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Westmount Partners, LLC

2049 CENTURY PARK EAST

LOS ANGELES, CA 90067

$4.26B

Assets Under Management

Not reported

Total Clients

24

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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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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percentage of assets

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

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Terrence Demorest’s Registration & Firm History

CA

11/09/2011 - Present

Westmount Partners, LLC (LOS ANGELES CA)

CA

05/29/2007 - 10/27/2008

CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)

CA

05/10/2007 - 05/29/2007

CITICORP INVESTMENT SERVICES (BEVERLY HILLS CA)

NY

04/06/2005 - 07/11/2005

BLOOMBERG TRADEBOOK LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terrence Michael Demorest.
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