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Stephen Michael Demaio

Allstate Financial Advisors, LLC

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About Stephen Michael Demaio

Stephen Demaio is a financial advisor registered in the state of New York and is currently working at Allstate Financial Advisors, LLC. Stephen has been in the financial industry since June 11, 2013. Stephen has held previous positions at LPL FINANCIAL LLC, ALLSTATE FINANCIAL SERVICES, LLC, and LINCOLN FINANCIAL ADVISORS CORPORATION. Stephen is a registered representative with Series 6, 7, and 63 licenses. Stephen is also registered with the Series 65 exam which makes them a qualified investment advisor. Stephen specializes in insurance and financial planning.

Firm Information

Stephen Demaio is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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selection of other advisors

Helps you choose top advisors aligned with your 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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other

Third party advisory fees

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Stephen Demaio’s Registration & Firm History

NY

01/09/2023 - Present

Allstate Financial Advisors, LLC (Bethpage NY)

NY

04/12/2016 - 06/30/2021

LPL FINANCIAL LLC (EAST SETAUKET NY)

NY

05/28/2014 - 04/14/2016

ALLSTATE FINANCIAL SERVICES, LLC (SPEONK NY)

NY

10/08/2012 - 05/16/2014

LINCOLN FINANCIAL ADVISORS CORPORATION (MELVILLE NY)

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Licenses & Designations

IA

Issued 08/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Michael Demaio.
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