Joseph David Damico

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

• 12/2007 → 06/2018
  Lpl Financial
  San Diego, CA
• 06/2018 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ

Previous Registrations

• 2008-08-01 → 2018-06-25
  Lpl Financial Llc
  San Diego, CA
• 2009-08-05 → 2012-02-06
  Uvest Financial Services Group, Inc.
  San Diego, CA
  Charlotte, NC
• 2002-06-03 → 2007-12-17
  Ubs Financial Services Inc.
  Hackensack, NJ
  Weehawken, NJ
  Florham Park, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-15
• S65 Uniform Investment Adviser Law Examination
  1998-09-24

Other Names

• Joseph David Damico
• Joseph Damico