John Deminico (CRD# 2311792) is an Investment Advisor Representative working at Citizens Securities, Inc. in South Boston, MA and has over 31 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Boston, MA | Mar 2023 - Current | 1 |
Citizens Securities, Inc. | Westwood, MA | Sep 2022 - Mar 2023 | < 1 |
Citizens Bank | Westwood, MA | Sep 2022 - Mar 2023 | < 1 |
Boston Water Sewer Commission | Boston, MA | Sep 2021 - Sep 2022 | 1 |
Saybrus Equity Services, Inc. | Hartford, CT | Sep 2018 - Sep 2021 | 3 |
Saybrus Partners, LLC | Hartford, CT | Sep 2018 - Sep 2021 | 3 |
The Leaders Group Inc. | Littleton, CO | Jan 2018 - Sep 2018 | < 1 |
Brokers Services Marketing Group | Providence, RI | Nov 2017 - Sep 2018 | < 1 |
Unemployed | Pembroke, MA | Jul 2017 - Oct 2017 | < 1 |
Hornor Townsend & Kent Inc. | Horsham, PA | Jul 2015 - Jun 2017 | 1 |
Penn Mutual Life Insurance Co | Horsham, PA | Mar 2015 - Jun 2017 | 2 |
One Resource Group | Roanoke, IN | Apr 2014 - Mar 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
S63 | Uniform Securities State Law Examination | Apr 1993 |
- RI
-
Total Assets Under Management7,314MILLIONS
-
Total Number of Accounts47,222ACCOUNTS
-
Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.