Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Cian Desmond, financial advisor Newport Beach CA
89 score

Cian Desmond

CRD Number: 6265613
Current Firm: Canterbury Consulting Incorporated

Cian Desmond (CRD# 6265613) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Newport Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Canterbury Consulting Newport Beach, CA Jun 2014 - Current 2
Brighton House Associates, LLC Southborough, MA Jan 2012 - May 2014 2
The Chef's Table Pembroke, MA Jun 2002 - Sep 2013 11
Wake Forest University Winston Salem, NC Aug 2007 - May 2011 3
First Houston Capital Houston, TX Jun 2010 - Aug 2010 < 1
Thayer Academy Braintree, MA Aug 2005 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Cian J. Desmond
Phone Number: 949-721-9580
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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