AD
CFP
AD
CFP

Anthony Demaio

40 Years of Experience
Florham Park, NJ
BrokerSells Insurance

Anthony Demaio is a CFP-designated registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 40 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 367 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
IM Fee
Planning only
Assets Under Management
$161.7M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

30B Vreeland Road, Suite 210, Florham Park, NJ, 07932

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony is a licensed insurance producer with Jeffrey Matthews Financial Group LLC. He also receives referral fees from ArcTrust Building Management.

Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
October 2016 - Present · 10 yrs
The Jeffrey Matthews Financial Group, L.L.C.Broker
October 2016 - Present · 10 yrs
Previous Registrations
RBC Capital Markets, LLC
October 2009 - October 2016 · 7 yrs
RBC Capital Markets, LLCBroker
October 2009 - October 2016 · 7 yrs
J. B. Hanauer & CO.
May 2002 - October 2009 · 7 yrs 5 mos
J. B. Hanauer & CO.Broker
August 1986 - October 2009 · 23 yrs 2 mos
State Registrations19 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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