James Deminno
James Deminno is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Boca Raton, FL
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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
James is a shareholder in DeMinno Holdings Inc, managing rental properties, and The DeMinno CPA Firm PC, providing tax and accounting services, dedicating nearly full-time hours to the CPA firm. He also works as an insurance agent selling insurance products and indexed annuities through Avantax, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Genworth Financial Securities CorporationBroker
C. J. M. Planning CORP.Broker
State Registrations7 states
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