Unclaimed Profile

Jeffrey David Demaso

ADVISER INVESTMENTS LLC·NEWTON, Massachusetts

Clean record7 years registeredADVISER INVESTMENTS LLC

85 WELLS AVENUE, NEWTON, MA 02459CRD# 7010091Firm CRD# 156984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey David Demaso · NEWTON, MA

Registration

CRD #7010091 · ADVISER INVESTMENTS LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISER INVESTMENTS LLC

ADVISER INVESTMENTS

Sep 2018 – Feb 2023

BROOKLYN, NY

Registrations & Exams

Registration record

First registered · September 28, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RWA WEALTH PARTNERS, LLC

CRD 156984 · SEC 801-73098

AUM

$15.4B

Regulatory assets under management

Employees

189

19,495 client accounts

Services offered by RWA WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RWA WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey David Demaso offer?

Jeffrey David Demaso specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey David Demaso's credentials?

Jeffrey David Demaso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey David Demaso located?

Jeffrey David Demaso is based in NEWTON, Massachusetts, last registered with ADVISER INVESTMENTS LLC.

How does Jeffrey David Demaso charge for services?

Jeffrey David Demaso's firm is compensated through percentage of aum, hourly charges, other: model provider fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISER INVESTMENTS LLC?

ADVISER INVESTMENTS LLC has approximately 189 employees and manages $15.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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