Desiree Sii is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 24 years of industry experience. Desiree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Desiree is the VP, Head of Strategic Accounts of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. She dedicates full-time hours to this role.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Assetmark Brokerage, LLC
Previous Registrations
Osaic Services, INC.Broker
Sagepoint Financial, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations1 state
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