Derrick Demay, financial advisor Charleston SC

Derrick Demay

CRD Number: 2588120
Current Firm: Kaizen Wealth Management, LLC

Derrick Demay (CRD# 2588120) is an Investment Advisor Representative working at Kaizen Wealth Management, LLC in Charleston, SC and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Kaizen Wealth Management, LLC Charleston, SC Apr 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Oct 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Derrick D. Demay
Phone Number: 212-362-3250
Registered State(s):
  • NY
  • SC
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $416,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NY, SC

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