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SD

Steven C. Demas

Some features on this profile are disabled
CRD#: 2426504
SD

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.

Steven C Demas, who also goes by Steven Christopher Demas, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1994. Steven had worked at 9 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Steven Christopher Demas

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.
R&D LLC - REAL ESTATE PARTNER SUNNYSIDE - REAL ESTATE PARTNER

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

May 5, 2009 - July 25, 2022

ARCHER INVESTMENT CORPORATION

RIA
CRD#: 136403
CARMEL, IN
Past

April 2, 2007 - April 20, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
INDIANAPOLIS, IN
Past

April 2, 2007 - April 20, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
INDIANAPOLIS, IN
Past

December 13, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
INDIANAPOLIS, IN
Past

November 24, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
INDIANAPOLIS, IN
Past

January 4, 1999 - December 6, 2000

NATCITY INSURANCE SERVICES, INC.

BD
CRD#: 16989
CLEVELAND, OH
Past

August 3, 1998 - January 4, 1999

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

January 8, 1997 - August 3, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

July 14, 1995 - December 6, 2000

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

January 3, 1995 - July 14, 1995

RAFFENSPERGER, HUGHES & CO., INC.

BD
CRD#: 699
INDIANAPOLIS, IN
Past

March 17, 1994 - January 4, 1995

PLANNED INVESTMENT CO., INC.

BD
CRD#: 3050
INDIANAPOLIS, IN

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".
AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)

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.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/11/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/14/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/3/1994
General Securities Representative Examination

Current Firm

AI
ARCHER INVESTMENT CORPORATION
ACCUPRO FINANCIAL SERVICES | WALKER WEALTH MANAGEMENT | TRANSITIONS FINANCIAL INDIANA | SULLIVAN WEALTH MANAGEMENT | PATTON & ASSOCIATES, LLC | NEWTON WEALTH MANAGEMENT | LAKE WEALTH MANAGEMENT | ARCHER INVESTMENT CORPORATION

CRD#: 136403 / SEC#: 801-64607

RIA
Registered Investment Advisory firm - (8/12/2005 Approved)
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Contact information

Main Address
11711 N. College Ave Suite 200, Carmel, IN 46032
Mailing Address
Phone number
(317) 581-5664
Established
Firm type
Fiscal year end
# of Employees
82

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARCHER PART 2A BROCHURE (11/18/2025)

Regulatory assets under management

Total Number of Accounts5,640
AUM (Assets Under Management)$ 900,511,000

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.

Company Information

ARCHER INVESTMENT CORPORATION

CRD#: 136403

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