CD
CD
Craig Demaio is a registered investment advisor at Morgan Stanley, based in New York, NY, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 12th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2009Settled
Customer Dispute
January 2002Pending
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 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 Registrations42 states
AKALAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPAPRRISCTNTXVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.