John M. Demasi

CW ADVISORS

WAYNE, PA 19087

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CRD#: 4483350

Professional summary

John M Demasi, ChFC®, who also goes by John M De Masi, John Michael Demasi, John M Masi, is a registered financial advisor currently at CW ADVISORS, LLC located in Wayne, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John M De Masi | John Michael Demasi | John M Masi

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) Licensed insurance agent; Not investment-related; Broker insurance; Drexel Hill, PA, Insurance Broker; Start date: 8/1/2025; Title: Insurance Broker; 80 hours per month; 40 during trading hours; Brokering Life, health LTC, disability insurance, and annuities 2) Benefit Education Specialists, LLC; Investment-related; Saint Petersburg, FL, 33702; Educational service provider to health insurance and retirement plan providers; Founder/Co-Owner; 12/1/2025; 60 hours per month; 30 during trading hours; Educational presentations for health insurance, 401(k)'s, and other retirement plans 3) Self Employed; Investment related; Drexel Hill, PA 19026; Health Insurance and other Group Benefits enrollment/education; Consultant; 8/1/2025; 50 hours; 20 during trading hours; Present enrollment and education information to participants in retirement plans and health insurance plans

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John M Demasi's CRS (Customer Relationship Summary).

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®

ChFC^®

Chartered Financial Consultant

Experience

Current

August 1, 2025 - Present

CW ADVISORS, LLC

Office #1: 175 Strafford Avenue Suite 1, Wayne, PA 19087

RIA

CRD#: 310873

WAYNE, PA

Past

August 22, 2017 - August 6, 2025

CMS WEALTH MANAGEMENT

RIA

CRD#: 105903

WAYNE, PA

Past

February 27, 2017 - August 12, 2025

APW CAPITAL, INC.

CRD#: 43814

WAYNE, PA

Past

May 4, 2015 - October 19, 2015

REALTA EQUITIES, INC.

CRD#: 23769

WILMINGTON, DE

Past

April 30, 2015 - December 10, 2015

AFFINITY WEALTH MANAGEMENT LLC

RIA

CRD#: 105840

WILMINGTON, DE

Past

September 30, 2014 - April 24, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

WAYNE, PA

Past

September 30, 2014 - April 24, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

WAYNE, PA

Past

February 26, 2014 - September 18, 2014

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

HARLEYSVILLE, PA

Past

January 21, 2014 - September 18, 2014

NYLIFE SECURITIES LLC

CRD#: 5167

HARLEYSVILLE, PA

Past

July 2, 2013 - January 9, 2014

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

MARLTON, NJ

Past

July 2, 2013 - January 9, 2014

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

MARLTON, NJ

Past

April 11, 2013 - July 5, 2013

SANTANDER SECURITIES LLC

RIA

CRD#: 41791

GLEN MILLS, PA

Past

April 10, 2013 - July 5, 2013

SANTANDER SECURITIES LLC

CRD#: 41791

GLEN MILLS, PA

Past

April 10, 2012 - December 31, 2012

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

WILMINGTON, DE

Past

October 4, 2010 - April 12, 2013

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

December 1, 2009 - September 30, 2010

PARKLAND SECURITIES, LLC

CRD#: 115368

WILMINGTON, DE

Past

November 9, 2007 - December 15, 2008

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

February 1, 2003 - September 27, 2007

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

WAYNE, PA

Past

January 18, 2002 - February 1, 2003

TRANSAMERICA SECURITIES SALES CORPORATION

CRD#: 17970

LOS ANGELES, CA

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".

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 Approved)

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

Pennsylvania
(8/1/2025)

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: 8/12/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/4/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/29/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/17/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW ADVISORS, LLC

CONGRESS WEALTH MANAGEMENT LLC | CW ADVISORS, LLC

CRD#: 310873 / SEC#: 801-119667

RIA

Registered Investment Advisory firm - (10/21/2020 Approved)

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Contact information

Main Address

155 Seaport Blvd 3rd Floor, Boston, MA 02210

Mailing Address

Phone number

(617) 428-7600

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CW ADVISORS WRAP FEE PROGRAM (9/9/2025)

CW ADVISORS ADV PART 2A (9/9/2025)

Regulatory assets under management

Total Number of Accounts	12,836
AUM (Assets Under Management)	$ 9,301,984,860

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
07/02/2024	Cover Page	Report
09/20/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

John M. Demasi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John M Demasi's CRS (Customer Relationship Summary).

Certified licenses

Experience

CMS WEALTH MANAGEMENT

APW CAPITAL, INC.

REALTA EQUITIES, INC.

AFFINITY WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

SANTANDER SECURITIES LLC

SANTANDER SECURITIES LLC

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

PARKLAND SECURITIES, LLC

SEI INVESTMENTS DISTRIBUTION CO.

TRANSAMERICA INVESTORS SECURITIES, LLC

TRANSAMERICA SECURITIES SALES CORPORATION

Primary Firm SEC Registration

CW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2014

Series 63

Date: 3/4/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/29/2002

Series 6

Date: 1/17/2002

Current Firm

CW ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CW ADVISORS, LLC

TRUST BUT VERIFY

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