Frank G. Demaio

JTD FINANCIAL SERVICES

Bedford, NH 03110

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CRD#: 2268523

Professional summary

Frank Gustave Demaio, CFP®, who also goes by Frank G Demaio, is a registered financial advisor currently at JTD FINANCIAL SERVICES, LLC located in Bedford, New Hampshire.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Frank has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Insurance Planning

Comprehensive Financial Planni...

Estate Planning

Are you a "fiduciary"?

Yes

Aliases

Frank G Demaio

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) JTD FINANCIAL SERVICES LLC - AGENT/REP/ADVISOR - INSURANCE AND FINANCIAL SERVICES - AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES ADVISOR - INVESTMENT ADVISORY SERVICES - SINCE 06/2007 - MANCHESTER, NH. 2) JTD FINANCIAL SERVICES - No Title - Rent Ski Condo to Sunday River customers - INVESTMENT RELATED - 09/10/2004 - Bethel NH 3)JTD FINANCIAL SERVICES, LLC - President - Financial Planning and Investment management services for wealthier individuals. - INVESTMENT RELATED - 01/04/2008 - ADDRESS: , Bedford NH , United States

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Gustave Demaio's CRS (Customer Relationship Summary).

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

February 27, 2008 - Present

JTD FINANCIAL SERVICES, LLC

Office #1: 167 South River Road Suite 11, Bedford, NH 03110

RIA

CRD#: 144852

Bedford, NH

Past

June 27, 2008 - December 31, 2018

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

Bedford, NH

Past

January 19, 2007 - December 12, 2008

STERLING FINAN SRVS A FINAN ADVISORY PRACTICE OF AMERIPRISE FIN

RIA

CRD#: 135505

CONCORD, NH

Past

December 18, 2006 - July 21, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MANCHESTER, NH

Past

August 16, 2005 - December 20, 2006

CANTELLA & CO., INC.

RIA

CRD#: 13905

CONCORD, NH

Past

August 16, 2005 - December 20, 2006

CANTELLA & CO., INC.

CRD#: 13905

CONCORD, NH

Past

September 21, 1998 - August 29, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

NASHUA, NH

Past

May 25, 1993 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

October 26, 1992 - March 5, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(2/27/2008)

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

IAR

Series 65

Date: 2/25/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/17/1993

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/23/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/10/2007

General Securities Principal Examination

Current Firm

JTD FINANCIAL SERVICES, LLC

JTD FINANCIAL SERVICES, LLC | JTD FINANCIAL, LLC

CRD#: 144852 / SEC#:

New Hampshire

Registered Investment Advisory firm - (2/27/2008 Approved)

New York

Registered Investment Advisory firm - (10/21/2013 Approved)

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Contact information

Main Address

167 South River Road Suite 11, Bedford, NH 03110

Mailing Address

Phone number

(603) 641-1010

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	118
AUM (Assets Under Management)	$ 17,894,532

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Frank G. Demaio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Gustave Demaio's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

STERLING FINAN SRVS A FINAN ADVISORY PRACTICE OF AMERIPRISE FIN

CAMBRIDGE INVESTMENT RESEARCH, INC.

CANTELLA & CO., INC.

CANTELLA & CO., INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/1998

Series 63

Date: 6/3/1993

SIE

Date: 10/1/2018

Series 3

Date: 6/17/1993

Series 7

Date: 10/23/1992

Series 24

Date: 7/10/2007

Current Firm

JTD FINANCIAL SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JTD FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Contact information

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