DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John M Demasi
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as John M Masi
At current firm
1 y
since Aug 1, 2025
In the industry
24 y
since Mar 4, 2002 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cw Advisors, LLC independent RIA currentsince Aug 1, 2025 · Boston, Ma
- Cms Wealth Management formerAug 22, 2017 to Aug 6, 2025 · Wayne, Pa
- Affinity Wealth Management LLC formerApr 30, 2015 to Dec 10, 2015 · Wilmington, De
- Pnc Wealth Management BD affiliatedSep 30, 2014 to Apr 24, 2015 · Berwyn, Pa
- Eagle Strategies LLC BD affiliatedFeb 26, 2014 to Sep 18, 2014 · Harleysville, Pa
- Cetera Investment Services LLC formerJul 2, 2013 to Jan 9, 2014 · Marlton, Nj
- Santander Securities BD affiliatedApr 11, 2013 to Jul 5, 2013 · Media, Pa
- Foresters Equity Services, Inc. formerApr 10, 2012 to Dec 31, 2012 · Wilmington, De
Moves
a registration end followed by a registration begin elsewhere
- Cms Wealth Management to Cw Advisors, LLCleft Aug 6, 2025, registered Aug 1, 2025 (-5 days) · RIA to RIA · moved with a team
- Affinity Wealth Management LLC to Cms Wealth Managementleft Dec 10, 2015, registered Aug 22, 2017 (621 days) · Other
- Pnc Wealth Management to Affinity Wealth Management LLCleft Apr 24, 2015, registered Apr 30, 2015 (6 days) · Other
- Eagle Strategies LLC to Pnc Wealth Managementleft Sep 18, 2014, registered Sep 30, 2014 (12 days) · Other
- Cetera Investment Services LLC to Eagle Strategies LLCleft Jan 9, 2014, registered Feb 26, 2014 (48 days) · Other
- Santander Securities to Cetera Investment Services LLCleft Jul 5, 2013, registered Jul 2, 2013 (-3 days) · Other
- Foresters Equity Services, Inc. to Santander Securitiesleft Dec 31, 2012, registered Apr 11, 2013 (101 days) · Other
Signals
- John M Demasi left Cms Wealth Management for Cw Advisors, Llc (registered 2025-08-01)Aug 6, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address