Emma Demane (CRD# 7178145) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 4 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Biltmore Family Office | Charlotte, NC | Sep 2019 - Current | 4 |
| Camp Henry Outdoor School | Canton, NC | May 2019 - Jul 2019 | < 1 |
| Vail Resorts | Beaver Creek, CO | Dec 2018 - Apr 2019 | < 1 |
| Unemployed | Chicago, IL | Jul 2018 - Dec 2018 | < 1 |
| Cna Insurance | Chicago, IL | Dec 2017 - Jul 2018 | < 1 |
| Cna Insurance | Chicago, IL | Mar 2017 - Dec 2017 | < 1 |
| Cna Insurance | Chicago, IL | Aug 2016 - Mar 2017 | < 1 |
| University Of Wisconsin - Madison | Madison, WI | Aug 2015 - Aug 2016 | 1 |
| Walgreens Boots Alliance | Fairfield, IL | May 2015 - Aug 2015 | < 1 |
| University Of Wisconsin - Madison | Madison, WI | May 2013 - May 2015 | 2 |
| University Of Wisconsin - Madison | Madison, WI | May 2014 - Sep 2014 | < 1 |
| Self-employed | Madison, WI | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- NC
-
Total Assets Under Management2,892MILLIONS
-
Total Number of Accounts981ACCOUNTS
-
Average Account Value$2,948,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, MA, NC, NH, NY, SC, TX
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