Ian SexsmithCRD Number: 5429954
Current Firm: Parnassus Investments
Ian Sexsmith (CRD# 5429954) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 10 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Parnassus Investments||San Francisco, CA||Feb 2011 - Current||7|
|Td Asset Management||Toronto,||Jun 2010 - Feb 2011||< 1|
|University Of California-berkeley, Haas School Of Business||Berkeley, CA||Aug 2008 - May 2010||1|
|Unemployed||Toronto,||May 2008 - Aug 2008||< 1|
|Scotia Capital||Toronto,||Jan 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management24,216MILLIONS
Total Number of Accounts16ACCOUNTS
Average Account Value$1,513,527,509
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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