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Cynthia Anne D'meo

Purshe Kaplan Sterling Investments

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About Cynthia Anne D'meo

Cynthia Anne D'meo is a registered representative with Purshe Kaplan Sterling Investments, a firm based in Red Bank, NJ. Cynthia has been working in the industry since 1987 and has a Series 7, Series 9, and Series 63 license. Cynthia has been a registered representative in New Jersey since 9/25/2018. Previously, Cynthia was a registered representative with Summit Equities, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Equity Services, Inc.. Cynthia has a long history of experience in the financial industry and is committed to providing her clients with the highest level of service.

Firm Information

Cynthia D'meo is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Cynthia D'meo’s Registration & Firm History

NJ

09/25/2018 - Present

Purshe Kaplan Sterling Investments (Red Bank NJ)

NJ

06/15/2010 - 10/30/2018

SUMMIT EQUITIES, INC. (RED BANK NJ)

NJ

01/01/2008 - 10/24/2008

WACHOVIA SECURITIES, LLC (RED BANK NJ)

NJ

12/08/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (RED BANK NJ)

VT

03/22/1999 - 12/16/2004

EQUITY SERVICES, INC. (MONTPELIER VT)

VT

10/27/1986 - 12/31/1998

EQUITY SERVICES, INC. (MONTPELIER VT)

NA

06/26/1984 - 04/24/1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 07/11/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cynthia Anne D'meo. Review regulatory record here.
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