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Inactive

Marc Phillip Damiano

Valorem LLC

New York, NY

Morris Plains, NJ

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Current Employers
Valorem Llc

551 Madison Avenue 12Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-12-24
NY RA APPROVED 2025-12-24
  • NJ RA
    APPROVED
    Since 2025-12-24
  • NY RA
    APPROVED
    Since 2025-12-24

Branch Locations

551 Madison Avenue 12Th Floor, New York, NY 10022 • United States

Morris Plains, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Washington DC 12/2018 04/2020
Equitable Advisors, Llc Falls Church VA 09/2020 03/2021
George Mason University Fairfax VA 08/2016 07/2020
Keller Williams Fairfax VA 06/2017 05/2018
Wells Fargo Falls Church VA 07/2016 12/2018
Rock Den Advisors, Llc Alexandria VA 07/2022 10/2024
Chainalsysis Washington DC 04/2022 03/2023
Equitable Advisors, Llc Falls Church VA 01/2021 03/2021
Fidelity Brokerage Services Llc Covington KY 05/2021 03/2022
Fidelity Personal And Workplace Advisors Mclean VA 09/2021 03/2022
The Block New York NY 01/2023 05/2023
Messari New York NY 06/2023 08/2024
Ondo Finance New York NY 08/2024 11/2024
Lumida Wealth Management Llc Palm Harbor FL 11/2024 11/2025
Valorem Llc Morris Plains NJ 12/2025 Present
  • 12/2018 → 04/2020
    Ubs Financial Services Inc.
    Washington, DC
  • 09/2020 → 03/2021
    Equitable Advisors, Llc
    Falls Church, VA
  • 08/2016 → 07/2020
    George Mason University
    Fairfax, VA
  • 06/2017 → 05/2018
    Keller Williams
    Fairfax, VA
  • 07/2016 → 12/2018
    Wells Fargo
    Falls Church, VA
  • 07/2022 → 10/2024
    Rock Den Advisors, Llc
    Alexandria, VA
  • 04/2022 → 03/2023
    Chainalsysis
    Washington, DC
  • 01/2021 → 03/2021
    Equitable Advisors, Llc
    Falls Church, VA
  • 05/2021 → 03/2022
    Fidelity Brokerage Services Llc
    Covington, KY
  • 09/2021 → 03/2022
    Fidelity Personal And Workplace Advisors
    Mclean, VA
  • 01/2023 → 05/2023
    The Block
    New York, NY
  • 06/2023 → 08/2024
    Messari
    New York, NY
  • 08/2024 → 11/2024
    Ondo Finance
    New York, NY
  • 11/2024 → 11/2025
    Lumida Wealth Management Llc
    Palm Harbor, FL
  • 12/2025 → Present
    Valorem Llc
    Morris Plains, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2020-12-17
Other Names
  • Marc P Damiano
  • Marc Phillip Damiano
  • Marc Damiano

View on SEC IAPD

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