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David Landry

Advisor at DeMesne Investments

Updated today
DeMesne Investments logo

Firm

DeMesne Investments

Location

Greenville, SC

Credentials

CFA®

Industry experience

6 years

About

David Landry is a CFA® charterholder and the sole advisor at DeMesne Investments in Greenville, SC, with six years of industry experience. He previously worked at Investure, LLC for six years and has been with DeMesne, LLC since 2019. Landry is a minority owner of IO Digital Index Partners LLC, which produces an index of publicly traded digital infrastructure businesses. DeMesne Investments provides discretionary investment management to individual, high-net-worth, institutional, corporate, and charitable clients. The firm focuses on fundamental analysis to identify undervalued equities and manages long-biased, primarily equity-focused portfolios tailored to client objectives and risk tolerance.

Client services

Based on DeMesne Investments

Portfolio management Newsletters or periodicals

Expertise

Based on DeMesne Investments

Active portfolio management

Fee options

Percentage

0.5% annually

Other

Account minimum: $50,000

Location

Greenville, SC

Most active in

South Carolina · Texas · Virginia

Work history

Demesne, LLC

2019 - Present (7 years)

UnEmployed

2018 - 2019 (1 year)

Investure, LLC

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Tax-loss harvesting

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Royce A

Series 63, Series 65

Greer, SC

Angelroyce Wealth Advisors, LLC

Retirement income strategy Income planning General estate planning guidance General tax planning Cash flow / budgeting Retired
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Christopher P

Series 66

Simpsonville, SC

Upstate Financial Planning, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
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