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RIA / WealthAdvisor10 years in industry

DEMETRIUS MARCELLE EDWARDS

Advisor at ICONIQ CAPITAL, LLC

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:e4fe67b6-645d-cef0-4011-df0e0c174873

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 16, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ICONIQ CAPITAL, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 29, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: Sep 29, 2015
First registration: Feb 16, 2016
Dual registered: no
IAPD individual key: 6463554

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ICONIQ CAPITAL, LLC	Asset manager	Mar 9, 2023	n/a	yes	SAN FRANCISCO, CA	Current employment
DME FINANCIAL	n/a	Aug 22, 2021	Dec 31, 2021	no	DETROIT, MI	Previous registration
SCHECHTER INVESTMENT ADVISORS, LLC	Former SEC adviser	Jun 7, 2017	Sep 21, 2021	no	BIRMINGHAM, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 16, 2016	Feb 27, 2017	no	HUNT VALLEY, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DME FINANCIAL	ICONIQ CAPITAL, LLC	Dec 31, 2021	Mar 9, 2023	433	Firm change after gap	Other
SCHECHTER INVESTMENT ADVISORS, LLC	DME FINANCIAL	Sep 21, 2021	Aug 22, 2021	-30	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SCHECHTER INVESTMENT ADVISORS, LLC	Feb 27, 2017	Jun 7, 2017	100	Firm change	Other

Relationships

Registered with (4)

→ ICONIQ CAPITAL, LLCRegistered adviserregistration: current employment
Mar 9, 2023 to presentfactForm ADV
→ DME FINANCIALRegistered adviserregistration: previous registration
Aug 22, 2021 to Dec 31, 2021factForm ADV
→ SCHECHTER INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 7, 2017 to Sep 21, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 16, 2016 to Feb 27, 2017factForm ADV

Dated events

No dated event names this entity yet.