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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
46 Rt 25A Suite 10, East Setauket, NY 11733 • United States
9045 Strada Stell Court 301, Naples, FL 34109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Port Jefferson | NY | 10/2010 | 10/2024 |
| Demertzis Wealth Management, Inc. | East Setauket | NY | 01/2011 | Present |
| Avantax Investment Services Inc. | East Setauket | NY | 10/2024 | 09/2025 |
| Avantax Advisory Services | East Setauket | NY | 10/2024 | 09/2025 |
| Avantax Insurance Agency, Llc | East Setauket | NY | 10/2024 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Naples | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | East Setauket | NY | 09/2025 | Present |
1. ACTOR POSITION: ACTOR NATURE: My current project is Mob Mentality an Amazon Prime fictional show about organized crime INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/28/2024 ADDRESS: 144 Hamlet Dr, Mount Sinai NY 11766, United States DESCRIPTION: learn the script act out the scrip prepare for the scrip go to filming locations 2. DEMERTZIS WEALTH MANAGEMENT INC. POSITION: Share holder NATURE: I will move over commissions needed to pay office expenses from doing Avantax business to this entity , Demertzis Wealth Management , Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2011 ADDRESS: 46 RT 25 A, Suite 10, East Setauket NY 11733, United States DESCRIPTION: Pay rent, Pay registration fees, pay advertising fees and operational costs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-22 |
| S66 | Uniform Combined State Law Examination | 2009-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-18 |
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