Marc Phillip Damiano

Employer firm

Valorem LLC CRD 339215

$54.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 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

• 2025-05-15 → 2025-11-05
  Lumida Wealth Management Llc
  Palm Harbor, FL
  Wayne, NJ
• 2022-07-07 → 2024-10-01
  Rock Den Advisors, Llc
  Alexandria, VA
• 2021-09-07 → 2022-03-04
  Fidelity Personal And Workplace Advisors
  Mclean, VA
• 2021-01-07 → 2021-03-17
  Equitable Advisors, Llc
  Falls Church, VA

Exams

• S66 Uniform Combined State Law Examination
  2020-12-17

Other Names

• Marc P Damiano
• Marc Phillip Damiano
• Marc Damiano