Damon Alan Marty

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 12/2003 → 10/2017
  D.A. Davidson & Co.
  Lake Oswego, OR
• 05/2018 → 08/2018
  Fisher Investments
  Camas, WA
• 10/2017 → 05/2018
  Unemployed
  West Linn, OR
• 11/2018 → 01/2020
  Amey Construction, Llc
  Bend, OR
• 01/2020 → 11/2020
  Unemployed
  Bend, OR
• 11/2020 → 08/2021
  4 Seasons Construction & Remodeling
  Salem, OR
• 09/2021 → 01/2022
  Neil Kelly Company, Inc.
  Bend, OR
• 01/2022 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2018-05-22 → 2018-09-07
  Fisher Investments
  Plano, TX
• 2008-01-30 → 2017-10-09
  D.A. Davidson & Co.
  Portland, OR
  Lake Oswego, OR

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-22

Designations

• Chartered Financial Analyst