Demi To (CRD# 7261467) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Elk Grove, CA and has over 2 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Sacramento, CA | Feb 2022 - Current | 2 |
| Bank Of America | Sacramento, CA | Jan 2021 - Feb 2022 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento, CA | Jun 2020 - Jan 2021 | < 1 |
| Department Of Justice | Sacramanto, CA | May 2019 - May 2020 | 1 |
| Unemployed | Sacramento, CA | Apr 2019 - May 2019 | < 1 |
| Mountain Mike's | Elk Grove, CA | Feb 2019 - Apr 2019 | < 1 |
| Unemployed | Sacramento, CA | Sep 2018 - Feb 2019 | < 1 |
| Old Navy | Sacramento, CA | May 2018 - Sep 2018 | < 1 |
| Domino's Pizza | Elk Grove, CA | May 2018 - Aug 2018 | < 1 |
| Cosumnes River College | Sacramento, CA | Jun 2017 - Jun 2018 | 1 |
| California State Universtiy | Sacramento, CA | Aug 2016 - May 2018 | 1 |
| Franklin High School | Sacramento, CA | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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