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Terrence Michael Demorest

Westmount Partners, LLC

Los Angeles, CA

CRD 4926722

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Employer firm

Westmount Partners, LLC CRD 158857

$5.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Westmount Partners, Llc

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-11-09
  • CA RA
    APPROVED
    Since 2011-11-09

Branch Locations

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westmount Asset Management Los Angeles CA 10/2008 Present
  • 10/2008 → Present
    Westmount Asset Management
    Los Angeles, CA
Previous Registrations
  • 2009-06-04 → 2011-12-05
    Westmount Asset Management Inc
    Los Angeles, CA
  • 2007-08-13 → 2008-10-27
    Citigroup Global Markets Inc.
    Beverly Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-10
S63 Uniform Securities Agent State Law Examination 2005-04-12
  • S66 Uniform Combined State Law Examination
    2007-08-10
  • S63 Uniform Securities Agent State Law Examination
    2005-04-12

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA

More in Los Angeles, CA

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