Michael David Demko

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 10/2019
  Siena Wealth Management, Inc.
  San Jose, CA
• 12/1992 → 10/2019
  Lwi Financial, Inc.
  San Jose, CA
• 10/2019 → Present
  Allworth Financial, L.P.
  Campbell, CA

Previous Registrations

• 2008-05-21 → 2019-11-06
  Siena Wealth Management, Inc.
  San Jose, CA
  San Jose, CA
• 2011-01-10 → 2017-01-03
  Lwi Financial Inc.
  San Jose, CA
• 2000-01-03 → 2010-12-31
  Lwi Financial Inc.
  San Jose, CA
  San Jose, CA

Other Businesses

100% Shareholder and owner of Demko & Associates, Inc. S-Corp formed in 2011 when I was preparing income taxes for clients. I stopped preparing tax returns in 2013. Managements on practice I acquired in 2003 go into Demko & Associates, Inc.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-25