AD
CFP
AD
CFP

Anthony Demaio

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
360 clients
Average Client Portfolio
$353K average
Assets Under Management
$127.2M

Fee Structure

Loading...

Location

30B Vreeland Road, Suite 210, Florham Park, NJ, 07932

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is a licensed insurance producer with Jeffrey Matthews Financial Group LLC. He also receives referral fees from ArcTrust Building Management.

Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
October 2016 - Present · 9 yrs 4 mos
The Jeffrey Matthews Financial Group, L.L.C.Broker
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLC
October 2009 - October 2016 · 7 yrs
RBC Capital Markets, LLCBroker
October 2009 - October 2016 · 7 yrs
J. B. Hanauer & CO.
May 2002 - October 2009 · 7 yrs 5 mos
J. B. Hanauer & CO.Broker
August 1986 - October 2009 · 23 yrs 2 mos
State Registrations19 states
ALAZCACTFLGAIAILMAMDMONCNJNVNYPASCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Demaio - Financial Advisor | TrueAdvisor