Unclaimed Profile

Michael David Demko

SIENA WEALTH MANAGEMENT, INC.·SAN JOSE, California

Series 7, Series 63Clean record26 years registeredSIENA WEALTH MANAGEMENT, INC.

3055 OLIN AVENUE, SAN JOSE, CA 95128CRD# 1627679Firm CRD# 146902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael David Demko · SAN JOSE, CA

Registration

CRD #1627679 · SIENA WEALTH MANAGEMENT, INC. · 26 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Oct 2019 – present

LWI FINANCIAL INC.

Jan 2011 – Jan 2017

SAN JOSE, CA

SIENA WEALTH MANAGEMENT, INC.

May 2008 – Nov 2019

SAN JOSE, CA

LWI FINANCIAL INC.

Jan 2000 – Dec 2010

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 3, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIENA WEALTH MANAGEMENT, INC.

CRD 146902 · SEC 801-69178

AUM

$235M

Regulatory assets under management

Employees

888 client accounts

Services offered by SIENA WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SIENA WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Michael David Demko offer?

Michael David Demko specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.

What are Michael David Demko's credentials?

Michael David Demko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael David Demko located?

Michael David Demko is based in SAN JOSE, California, working with SIENA WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Michael David Demko charge for services?

Michael David Demko's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIENA WEALTH MANAGEMENT, INC.?

SIENA WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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