Ian Sexsmith, financial advisor San Francisco CA
96 score

Ian Sexsmith

CRD 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 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Parnassus Investments San Francisco, CA Feb 2011 - Current 5
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
Scotia Capital Toronto, May 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Ian E. Sexsmith
Phone Number: 415-778-0200
Firm Website: http://www.parnassus.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    17,260
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,150,646,746
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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