Gary Scott Demera

Rb Capital Management, LLC

27 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Rb Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

614 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$817.2M

Fee Structure

Financial Planning:Included in AUM fee

Location

345 Lorton Avenue, Suite 302, Burlingame, CA, 94010

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2003

Denied

Employment Separation After Allegations

August 2003

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gary operates DM Enterprises, LP, d/b/a Investment Capital Advisors, offering financial services and fixed insurance, and is an Investment Advisor Rep with RB Capital Management. He also owns Bay Valley Properties, a real estate referral and management business, dedicating about half his time to it.

Employment History

Current Registrations

Apw Capital, INC.Broker

March 2017 - Present · 8 yrs 11 mos

Rb Capital Management, LLC

June 2016 - Present · 9 yrs 8 mos

Previous Registrations

Fsc Securities CorporationBroker

April 2016 - March 2017 · 11 mos

Fsc Securities Corporation

April 2016 - March 2017 · 11 mos

Cetera Advisors LLCBroker

May 2012 - April 2016 · 3 yrs 11 mos

Cetera Advisors LLC

May 2012 - April 2016 · 3 yrs 11 mos

Sloan Investment Advisors LLC

June 2007 - August 2012 · 5 yrs 2 mos

Sloan Securities CORP.Broker

October 2004 - May 2012 · 7 yrs 7 mos

Gunnallen Financial, INCBroker

September 2003 - October 2004 · 1 yr 1 mo

Gunnallen Financial, INC

September 2003 - October 2004 · 1 yr 1 mo

U.S. Bancorp Piper Jaffray INC.

August 2000 - September 2003 · 3 yrs 1 mo

U.S. Bancorp Piper Jaffray INC.Broker

March 1998 - September 2003 · 5 yrs 6 mos

State Registrations5 states

CAHIIDORVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.