Demian WoltersCRD Number: 3101000
Current Firm: Suntrust Investment Services, Inc.
Demian Wolters (CRD# 3101000) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Orlando, FL and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2014 - Current||3|
|Bank Of America||Orlando, FL||Jul 2012 - May 2014||1|
|Chase Investment Services Corp||Mamaroneck, NY||May 2009 - May 2012||3|
|Unemployed||Carmel, NY||Sep 2008 - May 2009||< 1|
|Guardian Investor Services Corp.||New York, NY||Mar 2001 - Sep 2008||7|
|Guardian Life Ins. Company||New York, NY||Aug 2000 - Sep 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2009|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV