Mathew Jason Demikat

Employer firm

Ernst & Young Investment Advisers LLP CRD 110921

30 advisory clients

Reported services (Item 5G)

• Financial planning
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2019 → 05/2022
  Lpl/Waddell And Reed
  Boston, MA
• 12/2014 → 11/2019
  Merrill Lynch
  Boston, MA
• 06/2022 → 09/2022
  Northwestern Mutual
  Boston, MA
• 01/2023 → 09/2023
  Rbc
  Boston, MA
• 10/2022 → 01/2023
  Citizens Bank
  Boston, MA
• 06/2025 → Present
  Tapfin/Ey
  Tampa, FL
• 09/2023 → 06/2025
  Homemaker
  Boston, MA

Previous Registrations

• 2023-02-28 → 2023-09-27
  Rbc Capital Markets, Llc
  Wellesley Hills, MA
• 2023-01-31 → 2023-03-01
  Citizens Securities, Inc.
  Woburn, MA
  Boston, MA
  Boston, MA
  Johnston, RI
• 2021-07-21 → 2022-06-03
  Lpl Financial Llc
  Hamden, CT
  Boston, MA
• 2020-11-18 → 2021-07-21
  Waddell & Reed
  Boston, MA
  Dover, MA
  Hamden, CT
• 2015-02-02 → 2020-11-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cambridge, MA
  Riverside, RI
  Riverside, RI
  Belmont, MA
  Somerville, MA
  Boston, MA
  Boston, MA
  Cambridge, MA
• 2014-09-09 → 2015-01-08
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2014-08-28
• S63 Uniform Securities Agent State Law Examination
  2013-10-11

Designations

• Certified Financial Planner

Other Names

• Mathew Jason Demikat
• Mathew Demikat