TD
Tristan M. Demers
PRUVISE
IRVINE, CA 92612
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CRD#: 7025989
TD
Professional summary
Tristan Michael Demers is a registered financial advisor currently at PRUVISE located in Irvine, California.
Tristan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Tristan has worked at 1 firm and has passed the Series 65 and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
PruVise,Inc
Accountant/President
401 Rockefeller
Irvine,CA 92612
01/17
240 hours per month
I provide accounting and business consulting services.
Mason Dean Capital
Commodities
Managing Director
3857 Birch Street Newport Beach, CA 92660
03/2019
1-2 hours per month.
Assist with office administration.
CRS (Client Relationship Summary) - RIA
Click below to view Tristan Michael Demers'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®
NoneExperience
Current
September 19, 2019 - Present
PRUVISE
Office #1: 401 Rockefeller B0311, Irvine, CA 92612RIA
CRD#: 304365
IRVINE, CA
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
California(9/19/2019)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PR
PRUVISE
PRUVISE | PRUVISE, INC
CRD#: 304365 / SEC#:
California
Registered Investment Advisory firm - (9/18/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4695 Macarthur Ct 1100, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 798-5744
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 100,000 |
Red Flags
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