Andrew Richard Damato

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2013 → 07/2020
  J.P. Morgan Securities Llc
  New York, NY
• 05/2013 → 07/2020
  Jpmorgan Chase Bank Na
  New York, NY
• 07/2020 → 04/2023
  First Republic Securities Company, Llc
  New York, NY
• 07/2020 → 04/2023
  First Republic Investment Management, Inc.
  New York, NY
• 04/2023 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2020-07-31 → 2023-05-01
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  New York, NY
• 2013-05-24 → 2020-08-05
  J.P. Morgan Securities Llc
  New York, NY
• 2011-06-27 → 2013-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-25
• S63 Uniform Securities Agent State Law Examination
  2009-04-09

Other Names

• Andrew Damato
• Andrew R Damato