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Marigny Demauriac

Marigny Demauriac

DEMAURIAC
New Orleans, LA 70130
Some features on this profile are disabled
CRD#: 6192738
Marigny Demauriac

Professional summary

Marigny Demauriac, CFP®, who also goes by Marigny Demauriac, Marigny Claire Denise Demauriac, is a registered financial advisor currently at DEMAURIAC LLC located in New Orleans, Louisiana.

Marigny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Marigny has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marigny Demauriac | Marigny Claire Denise Demauriac

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marigny Demauriac's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

December 13, 2019 - Present

DEMAURIAC LLC

Office #1: 401 Saint Joseph St Suite 2a, New Orleans, LA 70130
RIA
CRD#: 306542
New Orleans, LA
Past

October 28, 2019 - December 3, 2019

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Metairie, LA
Past

October 28, 2019 - December 3, 2019

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Metairie, LA
Past

September 9, 2013 - September 13, 2019

EDWARD JONES

RIA
CRD#: 250
NEW ORLEANS, LA
Past

June 24, 2013 - September 13, 2019

EDWARD JONES

BD
CRD#: 250
NEW ORLEANS, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(7/21/2021)
IAR
Louisiana
(12/13/2019)
IAR
Maine
(2/11/2020)
IAR
Texas
(1/23/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/12/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/24/2013
General Securities Representative Examination

Current Firm

DL
DEMAURIAC LLC
DEMAURIAC LLC

CRD#: 306542 / SEC#:

Colorado
Registered Investment Advisory firm - (7/21/2021 Approved)
Louisiana
Registered Investment Advisory firm - (12/13/2019 Approved)
Maine
Registered Investment Advisory firm - (2/11/2020 Approved)
Texas
Registered Investment Advisory firm - (1/23/2020 Conditional Restricted)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
401 Saint Joseph St Suite 2a, New Orleans, LA 70130
Mailing Address
3157 Gentilly Blvd Unit #6275, New Orleans, LA 70122
Phone number
(504) 358-0433
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts215
AUM (Assets Under Management)$ 40,029,843

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DEMAURIAC LLC

CRD#: 306542New Orleans, LA 70130

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