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 8 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|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|
Total Assets Under Management17,260MILLIONS
Total Number of Accounts15ACCOUNTS
Average Account Value$1,150,646,746
- 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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