Steven Michael Damiani

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 05/2016 → 06/2018
  Sensus Wealth Management Group, Llc
  San Antonio, TX
• 11/2017 → 06/2018
  Emerson Equity Llc
  San Mateo, CA
• 06/2018 → Present
  Raymond James Financial Services, Inc.
  San Antonio, TX
• 07/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  San Antonio, TX
• 07/2018 → Present
  Security Service Federal Credit Union
  San Antonio, TX
• 07/2018 → Present
  Security Service Investment Group
  San Antonio, TX

Previous Registrations

• 2016-05-13 → 2018-06-18
  Sensus Wealth Management Group Llc
  San Antonio, TX
• 2013-10-30 → 2015-11-13
  Osaic Institutions, Inc.
  San Antonio, TX
  Meriden, CT
  Meriden, CT
• 2008-08-22 → 2013-10-21
  Investment Professionals, Inc.
  San Antonio, TX
  Locust Valley, NY
  Lake Success, NY
  Northport, NY
  Northport Village, NY
  Smithtown, NY
  Merrick, NY
  Glen Head, NY
  Rockville Centre, NY
  Babylon, NY
  Greenvale, NY
  Woodbury, NY
  Old Brookville, NY
  Port Jefferson Station, NY
  Sea Cliff, NY
  Manassas, VA
  Evansville, IN
  Bethalto, IL
  San Antonio, TX
  Boston, MA
  Brazil, IN
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

(1)Name of Business: Security Service Federal Credit Union Address: 15000 IH 10 W, San Antonio, TX, 78249, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President, Associate/Employee Investment Related: Yes Start Date: 07/06/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: full time Program Manager for Credit Union investment program (2)Name of Business: Security Service Investment Group Address: 15000 IH 10 W, San Antonio, TX, 78249, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/06/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor in Credit Union

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-07-03
• S66 Uniform Combined State Law Examination
  2008-08-18