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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Mathew Jason Demikat

Advisor at ERNST & YOUNG INVESTMENT ADVISERS LLP

Tampa, FL | St. Petersburg, FL | Stamford, CT

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Search this name across graphsid dfx:ria:fc23a146-b679-5249-1a68-cb595176491e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 9, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ERNST & YOUNG INVESTMENT ADVISERS LLP
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 11, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 11, 2013
First registration: Sep 9, 2014
Dual registered: no
Other names: MATHEW JASON DEMIKAT|Mathew Demikat
IAPD individual key: 6246078

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ERNST & YOUNG INVESTMENT ADVISERS LLP	No RAUM reported	Jun 11, 2025	n/a	yes	St. Petersburg, FL\|Tampa, FL\|Stamford, CT	Current employment
RBC CAPITAL MARKETS, LLC	National bd RIA	Feb 28, 2023	Sep 27, 2023	no	WELLESLEY HILLS, MA	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jan 31, 2023	Mar 1, 2023	no	Woburn, MA\|BOSTON, MA\|BOSTON, MA\|JOHNSTON, RI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 21, 2021	Jun 3, 2022	no	HAMDEN, CT\|BOSTON, MA	Previous registration
WADDELL & REED	Former SEC adviser	Nov 18, 2020	Jul 21, 2021	no	BOSTON, MA\|DOVER, MA\|HAMDEN, CT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 2, 2015	Nov 20, 2020	no	CAMBRIDGE, MA\|RIVERSIDE, RI\|RIVERSIDE, RI\|BELMONT, MA\|SOMERVILLE, MA\|BOSTON, MA\|BOSTON, MA\|CAMBRIDGE, MA	Previous registration
EATON VANCE MANAGEMENT	Asset manager	Sep 9, 2014	Jan 8, 2015	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RBC CAPITAL MARKETS, LLC	ERNST & YOUNG INVESTMENT ADVISERS LLP	Sep 27, 2023	Jun 11, 2025	623	Firm change after gap	Other
CITIZENS SECURITIES, INC.	RBC CAPITAL MARKETS, LLC	Mar 1, 2023	Feb 28, 2023	-1	Firm change	Ibd to ibd
LPL FINANCIAL LLC	CITIZENS SECURITIES, INC.	Jun 3, 2022	Jan 31, 2023	242	Firm change	RIA to ibd
WADDELL & REED	LPL FINANCIAL LLC	Jul 21, 2021	Jul 21, 2021	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WADDELL & REED	Nov 20, 2020	Nov 18, 2020	-2	Firm change	Wirehouse to ibd
EATON VANCE MANAGEMENT	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 8, 2015	Feb 2, 2015	25	Firm change	Other

Relationships

Registered with (7)

→ ERNST & YOUNG INVESTMENT ADVISERS LLPRegistered adviserregistration: current employment
Jun 11, 2025 to presentfactForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Feb 28, 2023 to Sep 27, 2023factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jan 31, 2023 to Mar 1, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 21, 2021 to Jun 3, 2022factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Nov 18, 2020 to Jul 21, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Feb 2, 2015 to Nov 20, 2020factForm ADV
→ EATON VANCE MANAGEMENTRegistered adviserregistration: previous registration
Sep 9, 2014 to Jan 8, 2015factForm ADV

Dated events

Occurred
Sep 27, 2023
Advisor changed firm
Mathew Jason Demikat left Rbc Capital Markets, Llc for Ernst & Young Investment Advisers Llp (registered 2025-06-11)
Form ADVobserved 6 days ago
Occurred
Mar 1, 2023
Advisor changed firm
Mathew Jason Demikat left Citizens Securities, Inc. for Rbc Capital Markets, Llc (registered 2023-02-28)
Form ADVobserved 6 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Mathew Jason Demikat left Lpl Financial Llc for Citizens Securities, Inc. (registered 2023-01-31)
Form ADVobserved 6 days ago