Joseph Demuro

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CRD#: 1886826

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Demuro JR, who also goes by Joe Demuro, Joseph Demuro, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 1989. Joseph had worked at 5 firms and has passed the Series 63, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joe Demuro | Joseph Demuro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Money Coaching Solutions is investment-related and located at 1013 Mumma Road in Lemoyne, PA 17043. MCS is a sole proprietorship offering money coaching. Some coaching is done with investment clients. MCS was launched 01/2016 and I devote 8 hours per month, on average, to MCS activities. 2)Invariant Tax Services is a wholly-owned subsidiary of Invariant Investment Management LLC and located at 1013 Mumma Road in Lemoyne, PA 17043. ITS is a non-investment-related business registered as an LLC which provides various tax preparation and e-filing services to clients. I am Vice President of ITS where I prepare and e-file tax returns since 02/2020. I currently spend approximately 40 hours/month on ITS work during tax season.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

November 10, 2014 - March 15, 2025

INVARIANT INVESTMENT MANAGEMENT

RIA

CRD#: 168772

CAMP HILL, PA

Past

November 18, 1996 - December 31, 2013

TEAM FINANCIAL MANAGERS

RIA

CRD#: 115130

HARRISBURG, PA

Past

June 8, 1993 - December 31, 2009

OSAIC FS, INC.

CRD#: 3870

HARRISBURG, PA

Past

March 15, 1990 - June 9, 1993

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

February 13, 1989 - March 13, 1990

ASSET MANAGEMENT EQUITIES, LTD.

CRD#: 21604

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVARIANT INVESTMENT MANAGEMENT

ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION

CRD#: 168772 / SEC#: 801-111716

RIA

Registered Investment Advisory firm - (9/22/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/4/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/9/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 1/30/2004

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 2/9/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INVARIANT INVESTMENT MANAGEMENT

ARBOGAST, SETH W | INVARIANT INVESTMENT MANAGEMENT LLC | INVARIANT INVESTMENT MANAGEMENT | INVARIANT INVESTMENT CORPORATION

CRD#: 168772 / SEC#: 801-111716

RIA

Registered Investment Advisory firm - (9/22/2017 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/4/2017 Terminated)

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Contact information

Main Address

200 Grandview Avenue Suite 103, Camp Hill, PA 17011

Mailing Address

Phone number

(717) 317-9006

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-07-18 INVARIANT INVESTMENT MANAGEMENT FORM ADV PART 2A (7/18/2025)

Regulatory assets under management

Total Number of Accounts	689
AUM (Assets Under Management)	$ 135,912,855

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph Demuro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INVARIANT INVESTMENT MANAGEMENT

TEAM FINANCIAL MANAGERS

OSAIC FS, INC.

WADDELL & REED

ASSET MANAGEMENT EQUITIES, LTD.

Primary Firm SEC Registration

INVARIANT INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/9/1989

Series 62

Date: 1/30/2004

Series 6

Date: 2/9/1989

Current Firm

INVARIANT INVESTMENT MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVARIANT INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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