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Marigny Demauriac

Marigny Demauriac

DEMAURIAC LLC
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.

top-8-questions

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.
Marigny Claire Denise deMauriac is an independent licensed insurance agent and Chief Executive Officer of AWM Insurance. Ms. deMauriac is a licensed insurance agent of Policy Genius Location of the business: 401 Saint Joseph St New Orleans, LA 70460; Description of the business: Life Insurance, Long Term Care, Disability Insurance Products; Responsibilities Duties: Risk management and insurance design and placement; Start date with business: 2020-10-28; Hours devoted to business during trading hours: 30; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; Author/Illustrator; Is the business investment related: No; Location of the business:401 Saint Joseph St New Orleans, LA 70460; Description of the business: Author/Illustrator; Position Title: Author/Illustrator; Responsibilities Duties: Writing/Illustrating books; Start date with business: 2020-10-19; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10. CEO; ThinkCap: investment related: No; Location: 401 Saint Joseph St Suite 2A #12 New Orleans Louisiana 70130 United States; Description of the business: Building a business network and global platform for new majority (women-owned, LGBT, MBE, disability owned) founders aiming to close the diversity gap in entrepreneurship.; Responsibilities Duties: Growing a network, sharing news, opportunities, and stories to help underrepresented founders succeed.; Start date with business: 2023-03-13; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 0;

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®

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
General Industry/Product Exam

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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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 Accounts211
AUM (Assets Under Management)$ 30,709,022

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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