MD
MD

Maria Dembski

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
109 clients
Average Client Portfolio
$583K average
Assets Under Management
$63.5M

Fee Structure

Financial Planning:Investment management only
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Location

2245 Texas Dr, Suite 300, Sugarland, TX, 77479

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Maria is a sole proprietor at Capital Markets Consulting, LLC, and a consultant at MDX Wealth Management, spending a few hours per week. She also works as a FINOP at Starlight Funding Investments, dedicating a few hours per week.

Employment History
Current Registrations
Starlight Funding Investments, LLCBroker
August 2013 - Present · 12 yrs 6 mos
Starlight Funding Investments, LLC
August 2013 - Present · 12 yrs 6 mos
Mdx Wealth Management
April 2013 - Present · 12 yrs 10 mos
Previous Registrations
Slca Capital, LLCBroker
December 2017 - March 2018 · 3 mos
Bournehill Investment Services, INC.Broker
March 2016 - March 2023 · 7 yrs
Wealth Solutions, INC.Broker
May 2011 - December 2011 · 7 mos
Huckin Financial Group, INC.
February 2011 - February 2022 · 11 yrs
Huckin Financial Group, INC.Broker
August 2009 - February 2022 · 12 yrs 6 mos
B.B. Graham & Company, INC.Broker
March 2009 - July 2009 · 4 mos
Institutional Capital Management, INC.Broker
April 2006 - April 2009 · 3 yrs
Capnet Securities CorporationBroker
September 2005 - April 2009 · 3 yrs 7 mos
Sanders Morris Harris INC.Broker
May 2001 - September 2005 · 4 yrs 4 mos
Morgan Stanley Dw INC.Broker
June 2000 - May 2001 · 11 mos
First Union Securities, INC.Broker
February 2000 - June 2000 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Maria Dembski - Financial Advisor | TrueAdvisor