Charles Joseph Damico

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 07/2016 → 06/2023
  Massachusetts Mutual Life Insurance Company
  Tampa, FL
• 03/2017 → 06/2023
  Mml Investors Services, Llc
  Tampa, FL
• 06/2023 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Tampa, FL

Previous Registrations

• 2017-03-25 → 2023-06-22
  Mml Investors Services, Llc
  Tampa, FL
• 2014-11-17 → 2017-03-25
  Msi Financial Services, Inc.
  Tampa, FL
• 2010-07-27 → 2013-07-01
  Raymond James & Associates, Inc.
  Huntersville, NC
  St. Petersburg, FL
• 2008-10-28 → 2009-12-07
  Putnam Investment Management, Llc
  Boston, MA

Other Businesses

1. OCEANVIEW FIXED ANNUITY RENEWALS, NO NEW SALES--AUTO RENEWALS OF EXISTING POLICIES, 0.1/HRS/WK. 2. BLESSED WEALTH, LLC; DBA FOR CETERA BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-13
• S63 Uniform Securities Agent State Law Examination
  2000-10-13

Other Names

• Charles Joseph D'AMico
• Chuck D'AMico