Cms Wealth Management

Cms Wealth Management (CRD# 105903) is a financial advisory firm headquartered in Wayne, PA. They manage $358,219,935 in 862 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087
http://www.cms-advisors.com
By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $415,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, NH, NJ, PA, TX

Financial Advisors at Cms Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
John Demasi, financial advisor Wayne PA
John M. Demasi
CRD#: 4483350
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087

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.

2
Michael Feldman, financial advisor Wayne PA
Michael E. Feldman
CRD#: 1200174
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087

Michael Feldman (CRD# 1200174) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has over 37 years of experience in the finance industry.

3
Sheetal Khanna, financial advisor Wayne PA
Sheetal Khanna
CRD#: 5109268
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087

Sheetal Khanna (CRD# 5109268) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has 1 year of experience in the finance industry.

4
Eric Lanshe, financial advisor Wayne PA
Eric T. Lanshe
CRD#: 2619283
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087

Eric Lanshe (CRD# 2619283) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has over 28 years of experience in the finance industry.

5
David Locher, financial advisor Wayne PA
David A. Locher
CRD#: 872960
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087

David Locher (CRD# 872960) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has over 44 years of experience in the finance industry.

6
Matthew Purtill, financial advisor Wayne PA
Matthew J. Purtill
CRD#: 5876192
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA 19087

Matthew Purtill (CRD# 5876192) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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