Demetrius S. Felder
Professional summary
Demetrius Sinclair Felder, who also goes by Demetrius Felder, is a registered financial advisor currently at HOLISTIC PLANNERS located in Washington, District Of Columbia.
Demetrius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Demetrius has worked at 4 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Demetrius Sinclair Felder's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 14, 2014 - Present
HOLISTIC PLANNERS
Office #1: 1901 Pennsylvania Avenue Nw Suite 900, Pmb 202, Washington, DC 20006August 28, 2006 - March 18, 2014
COMMONWEALTH FINANCIAL NETWORK
August 25, 2006 - March 18, 2014
COMMONWEALTH FINANCIAL NETWORK
January 3, 2005 - August 29, 2006
EQUITABLE ADVISORS, LLC
June 25, 1998 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
June 25, 1998 - August 29, 2006
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2014)
(5/23/2014)
Exams
Current Firm
HOLISTIC PLANNERS
CRD#: 170933 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 14,354,316 |
Red Flags
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