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Craig Demaio

Morgan Stanley
31 Years of Experience
New York, NY
2 DisclosuresBroker
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Craig Demaio is a registered investment advisor at Morgan Stanley, based in New York, NY, with 31 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

55 East 52nd Street, 12th Floor, New York, NY, 10055

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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
April 2009
Settled
Customer Dispute
January 2002
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 5 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2006 - March 2009 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2002 - January 2005 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1996 - March 2009 · 12 yrs 5 mos
Olde Discount CorporationBroker
November 1994 - September 1996 · 1 yr 10 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPAPRRISCTNTXVAVTVirgin IslandsWAWI
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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