JD
JD
John Demertzis
29 Years of Experience
East Setauket, NY
4 DisclosuresBrokerSells Insurance
John Demertzis is a registered investment advisor, based in East Setauket, NY, with 29 years of industry experience.
Location
46 RT 25A Suite 10, East Setauket, NY, 11733
Get directionsHistory
Regulatory History (4)
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Customer Dispute
May 2024Withdrawn
Customer Dispute
July 2023Settled
Customer Dispute
October 2001Settled
Customer Dispute
March 2000Denied
Other Business ActivitiesSells Insurance
John is involved in an Amazon Prime fictional show about organized crime, dedicating minimal time. He is also a shareholder of Demertzis Wealth Management Inc. and an insurance agent selling insurance products through Avantax, spending about 10-20% of his time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
October 2024 - September 2025 · 11 mos
Avantax Investment Services, INC.Broker
October 2024 - September 2025 · 11 mos
LPL Financial LLC
November 2010 - October 2024 · 13 yrs 11 mos
LPL Financial LLCBroker
October 2010 - October 2024 · 14 yrs
Chase Investment Services CORP.
December 2009 - October 2010 · 10 mos
Chase Investment Services CORP.Broker
May 2009 - October 2010 · 1 yr 5 mos
Hsbc Securities (USA) INC.Broker
January 2005 - May 2009 · 4 yrs 4 mos
Hsbc Brokerage (USA) INC.Broker
December 2003 - January 2005 · 1 yr 1 mo
UBS Financial Services INC.Broker
January 2001 - December 2003 · 2 yrs 11 mos
Citicorp Investment ServicesBroker
May 1998 - January 2001 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
September 1996 - May 1998 · 1 yr 8 mos
R.T.G. Richards and Company, INC.Broker
April 1996 - August 1996 · 4 mos
Sovereign Equity Management CORP.Broker
February 1996 - March 1996 · 1 mo
Sovereign Equity Management CORP.Broker
February 1996 - March 1996 · 1 mo
State Registrations7 states
ALDEFLMANCNJNY
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.