Damon Michael Deluties

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2015 → 09/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2020 → Present
  Wells Fargo Clearing Services Llc
  Beverly, MA

Previous Registrations

• 2011-09-09 → 2020-09-21
  Morgan Stanley
  Danvers, MA
  Middleton, MA

Exams

• S66 Uniform Combined State Law Examination
  1998-10-28

Designations

• Certified Financial Planner

Other Names

• Damon M Deluties