Damion Peter Carufe

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

• 10/2010 → 02/2020
  J.P. Morgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 10/2008 → 02/2020
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 02/2020 → Present
  Morgan Stanley Smith Barney Llc
  Palm Beach Island, FL
• 06/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2002-07-19 → 2020-03-03
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
  Atlanta, GA
  Atlanta, GA

Other Businesses

*395823 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2013; During business hours: 1; After business hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-07
• S63 Uniform Securities Agent State Law Examination
  1985-01-18

Other Names

• Damion Carufe
• David Peter Carufe