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Anthony Demaio

Investment Adviser Representative at JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Florham Park, NJCRD #1542177Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
19 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anthony Demaio has worked in the securities industry since 1986. They are registered to provide investment advisory services in 19 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 19 states
AlabamaArizonaCaliforniaConnecticutFloridaGeorgiaIllinoisIowaMarylandMassachusettsMissouriNevadaNew JerseyNew YorkNorth CarolinaPennsylvaniaSouth CarolinaTennesseeTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/27/1986
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/16/1986
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/2/2023
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 2/5/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Tier 11.50%
Tier 21.25%
Tier 31.00%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Jeffrey Matthews Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

JEFFREY MATTHEWS WEALTH MANAGEMENT, LLCCurrent
10/3/2016Florham Park, NJ
RBC CAPITAL MARKETS, LLC
10/9/200910/11/2016Parsippany, NJ
J. B. HANAUER & CO.
5/20/200210/9/2009Parsippany, NJ

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Demaio has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.