John Demasi is a ChFC-designated registered investment advisor at Cw Advisors, LLC, based in Boston, MA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3,296 clients with $9.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CW Advisors generally charges a percentage of the assets they manage for investment management services. The fee typically ranges from 0.50% to 1.50% annually. Clients may also be responsible for fees charged by investment managers they contract with. Fees may vary based on account size, complexity, and investment strategies employed.
Location
155 Seaport Blvd, 3rd Floor, Boston, MA, 02210
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John works as an insurance broker since 2015, selling life, disability, and long-term care insurance, taking about a quarter to nearly full-time. He also volunteers with teens for one week per year and works as a contract enroller at health insurance and benefit fairs for about 10 hours. Finally, John works as a financial consultant for Capital Management Services, spending about 10-20% of his time helping to generate business.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Cms Wealth Management
Apw Capital, INC.Broker
Coastal Equities, INC.Broker
Affinity Wealth Management, INC.
PNC Investments
PNC InvestmentsBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Santander Securities
Santander Securities LLCBroker
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Sammons Securities Company, LLCBroker
Sei Investments Distribution CO.Broker
Diversified Investors Securities CORP.Broker
Transamerica Securities Sales CorporationBroker
State Registrations1 state
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.