AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DM

Demetrios Mallios

Some features on this profile are disabled
CRD#: 3169758
DM

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.

Demetrios Mallios was a registered financial professional .

Demetrios is a previously registered financial professional and started their career in finance in 1999. Demetrios had worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

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 15, 2016 - January 19, 2021

AEON CAPITAL INC

BD
CRD#: 164004
Middletown, NJ
Past

January 6, 2014 - November 14, 2016

CORINTHIAN PARTNERS, L.L.C.

BD
CRD#: 38912
Middletown, NJ
Past

July 8, 2013 - December 23, 2013

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NEW YORK, NY
Past

February 27, 2012 - June 18, 2013

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

June 25, 2010 - August 10, 2011

FIRST LIBERTIES FINANCIAL

BD
CRD#: 14432
TAMPA, FL
Past

December 7, 2007 - April 14, 2008

XNERGY FINANCIAL LLC

BD
CRD#: 144436
BEDMINSTER, NJ
Past

October 20, 2004 - February 8, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
DENVILLE, NJ
Past

October 20, 2004 - February 8, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
DENVILLE, NJ
Past

October 3, 2003 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
DENVILLE, NJ
Past

October 3, 2003 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

March 19, 2003 - October 8, 2003

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
ALBANY, NY
Past

July 16, 2002 - March 14, 2003

FIRST SECURITY INVESTMENTS, INC.

BD
CRD#: 24035
KINGSTON, PA
Past

May 23, 2002 - July 18, 2002

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
EDISON, NJ
Past

February 24, 1999 - July 18, 2002

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
RR
Series 63
Date: 3/9/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
AEON CAPITAL INC
AEON CAPITAL INC | STROM FINANCIAL PARTNERS, INC. | STRATOS CAPITAL INC. | RCP CAPITAL MARKETS, INC | RCP CAPITAL MARKETS | AEON CAPITAL INC.

CRD#: 164004 / SEC#: , 8-69080

BD
Terminated by SEC on 05/14/2023
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Wisconsin since 03/22/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AEON CAPITAL MARKETS, LLCOWNER
MALLIOS, DEMETRIOSOWNER - CCO3169758

Disclosures


Regulatory Event2
Civil Event1

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


AEON CAPITAL INC

CRD#: 164004

TRUST BUT VERIFY

Monitor Demetrios Mallios

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics