DL
David O. Landry
DEMESNE INVESTMENTS
Greenville, SC
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CRD#: 7186969
DL
Professional summary
David Owen Landry is a registered financial advisor currently at DEMESNE INVESTMENTS located in Greenville, South Carolina.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 1 firm .
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.
IO Digital Index Partners LLC; Investment related: Yes; Location: 12 Deer Path, Charlottesville, VA 22903; Description: IO Digital Index Partners produces an index (the IO Digital Infrastructure Index) of publicly traded digital infrastructure businesses. This index is licensed to the Roundhill IO Digital Infrastructure ETF.; Position Title: minority owner; Responsibilities Duties: Assist with rebalancing process.; Start date: 2021-12-17; Hours during trading hours: 1; Hours outside trading hours: 0; Additional notes: I am not paid compensation. Any income will come through ownership of IO Digital Infrastructure Partners LLC. Currently, the business is unprofitable.
CRS (Client Relationship Summary) - RIA
Click below to view David Owen Landry'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
December 4, 2019 - Present
DEMESNE INVESTMENTS
RIA
CRD#: 305671
Greenville, SC
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
South Carolina(6/29/2023)
IAR
Texas(1/12/2022)
IAR
Virginia(12/4/2019)
Exams
Current Firm
DI
DEMESNE INVESTMENTS
DEMESNE INVESTMENTS | DEMESNE, LLC
CRD#: 305671 / SEC#:
Maryland
Registered Investment Advisory firm - (12/22/2021 Terminated)South Carolina
Registered Investment Advisory firm - (6/29/2023 Approved)Texas
Registered Investment Advisory firm - (1/11/2022 Conditional Restricted)Virginia
Registered Investment Advisory firm - (11/22/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Greenville, SC
Mailing Address
Phone number
(585) 737-3909
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 57,206,627 |
Red Flags
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