William J. Demarco

AMFG WEALTH MANAGEMENT LLC

Westlake, OH 44145

Some features on this profile are disabled

CRD#: 6232527

Professional summary

William Joseph Demarco, who also goes by Bill Demarco, William J Demarco, is a registered financial advisor currently at AMFG WEALTH MANAGEMENT LLC located in Westlake, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Demarco | William J Demarco

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) REMEBERED EXPRESSIONS, 10896 BRIDLE PATH, COLUMBIA STATION, OH 44028; OWNER; PROMOTIONAL PRODUCTS DISTRIBUTOR; START 02/2004. 2) CLEVELAND MORTGAGE CORP, 16000 PEARL ROAD, SUITE 214, STRONGSVILLE, OH 44136; LOAN ORIGINATOR ; START 12/2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Demarco'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®

None

Experience

Current

January 31, 2023 - Present

AMFG WEALTH MANAGEMENT LLC

Office #1: 924 Westpoint Parkway Suite 100, Westlake, OH 44145

RIA

CRD#: 292160

Westlake, OH

Past

July 30, 2021 - April 26, 2023

ORG PARTNERS

RIA

CRD#: 312728

Brunswick, OH

Past

July 14, 2020 - July 30, 2021

WEALTHSHIELD PARTNERS, LLC

RIA

CRD#: 169584

BRUNSWICK, OH

Past

March 9, 2018 - June 10, 2020

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

Brunswick, OH

Past

March 8, 2018 - June 10, 2020

REGULUS FINANCIAL GROUP, LLC

CRD#: 150631

Brunswick, OH

Past

May 2, 2017 - January 17, 2018

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

WESTLAKE, OH

Past

May 2, 2017 - January 17, 2018

ONEAMERICA SECURITIES, INC.

CRD#: 4173

WESTLAKE, OH

Past

December 22, 2016 - April 12, 2017

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

COLUMBIA STATION, OH

Past

December 16, 2016 - April 12, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

COLUMBIA STATION, OH

Past

August 8, 2014 - December 13, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CLEVELAND, OH

Past

July 31, 2014 - December 13, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

CLEVELAND, OH

Past

September 17, 2013 - June 17, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

AKRON, OH

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

Ohio
(1/31/2023)

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 66

Date: 1/16/2021

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2013

General Securities Representative Examination

Current Firm

AMFG WEALTH MANAGEMENT LLC

CRD#: 292160 / SEC#:

Florida

Registered Investment Advisory firm - (9/24/2025 Approved)

Ohio

Registered Investment Advisory firm - (3/16/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/7/2025 Approved)

South Carolina

Registered Investment Advisory firm - (12/20/2022 Approved)

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

924 Westpoint Parkway Suite 100, Westlake, OH 44145

Mailing Address

924 Westpoint Parkway Suite 100, Westlake, OH 44145

Phone number

(440) 249-0397

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	633
AUM (Assets Under Management)	$ 44,156,527

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.

Similar Advisors

Boris Kagarlitskiy

KEY INVESTMENT SERVICES LLC

IAR

University Heights, OH

Andrew Crock

STRATEGIC ADVISERS LLC

IAR

NORTH OLMSTED, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William J. Demarco

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Demarco's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORG PARTNERS

WEALTHSHIELD PARTNERS, LLC

REGAL INVESTMENT ADVISORS LLC

REGULUS FINANCIAL GROUP, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2021

SIE

Date: 10/1/2018

Series 7

Date: 9/17/2013

Current Firm

AMFG WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMFG WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors