MD
CFP
MD
CFP

Mathew Demikat

10 Years of Experience
St. Petersburg, FL

Mathew Demikat is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in St. Petersburg, FL, with 10 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

St. Petersburg, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
June 2025 - Present · 1 yr 3 mos
Previous Registrations
RBC Capital Markets, LLC
February 2023 - September 2023 · 7 mos
RBC Capital Markets, LLCBroker
February 2023 - September 2023 · 7 mos
Citizens Securities, INC.
January 2023 - March 2023 · 2 mos
Citizens Securities, INC.Broker
January 2023 - March 2023 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
June 2022 - August 2022 · 2 mos
LPL Financial LLC
July 2021 - June 2022 · 11 mos
LPL Financial LLCBroker
July 2021 - June 2022 · 11 mos
Waddell & ReedBroker
November 2020 - July 2021 · 8 mos
Waddell & Reed
November 2020 - July 2021 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - November 2020 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - November 2020 · 5 yrs 9 mos
Eaton Vance Management
September 2014 - January 2015 · 4 mos
Eaton Vance Distributors, INC.Broker
April 2014 - October 2014 · 6 mos
Fidelity Brokerage Services LLCBroker
October 2013 - April 2014 · 6 mos
State Registrations2 states
CTFL
Advisor

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.
Mathew Demikat - Financial Advisor | TrueAdvisor