John Joseph D'AMico

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2000 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Mill Valley, CA
• 03/2010 → 08/2019
  Bank Of America, Na
  San Francisco, CA
• 08/2019 → Present
  Ubs Financial Services Inc.
  Mill Valley, CA

Previous Registrations

• 2000-06-09 → 2019-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  Mill Valley, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-02-14
• S63 Uniform Securities Agent State Law Examination
  2000-05-23
• S65 Uniform Investment Adviser Law Examination
  1996-06-10

Other Names

• John Joseph Damico