John Demasi (CRD# 4483350) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has over 22 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Capital Management Services, Inc. | Wayne, PA | Aug 2017 - Current | 6 |
Comprehensive Asset Management And Servicing, Inc. | Parsippany, NJ | Feb 2017 - Current | 7 |
Self Employed | Wilmington, DE | Oct 2015 - Current | 8 |
Coastal Equities, Inc. | Wilmington, DE | May 2015 - Oct 2015 | < 1 |
Affinity Wealth Management, Inc. | Wilmington, DE | Apr 2015 - Oct 2015 | < 1 |
Pnc Investments | Devon, PA | Sep 2014 - Apr 2015 | < 1 |
Pnc Bank | Devon, PA | Sep 2014 - Apr 2015 | < 1 |
Eagle Strategies LLC | Harleysville, PA | Feb 2014 - Sep 2014 | < 1 |
Nylife Securities LLC | Harleysville, PA | Jan 2014 - Sep 2014 | < 1 |
New York Life Insurance | Harleysville, PA | Jan 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2002 |
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- PA
-
Total Assets Under Management358MILLIONS
-
Total Number of Accounts862ACCOUNTS
-
Average Account Value$415,568
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, NH, NJ, PA, TX
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