Joseph Michael D'AMico

Employer firm

Cx Institutional, LLC CRD 292627

$4.46B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2017 → 07/2019
  Personal Capital
  San Francisco, CA
• 07/2019 → 04/2023
  Personal Capital
  Dallas, TX
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 08/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 06/2024 → Present
  Cx Institutional Llc
  Auburn, IN
• 12/2014 → 09/2017
  Fidelity Brokerage Services Llc
  Westlake, TX

Previous Registrations

• 2023-04-03 → 2024-06-12
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Keller, TX
  Greenwood Village, CO
• 2017-09-15 → 2023-04-03
  Personal Capital Advisors Corporation
  Keller, TX
  Greenwood Village, CO
  Dallas, TX
• 2014-12-15 → 2017-09-13
  Strategic Advisers Llc
  Westlake, TX
• 2014-03-21 → 2014-11-26
  Lpl Financial Llc
  Dallas, TX
  San Diego, CA
• 2013-03-26 → 2014-03-10
  Ameriprise Financial Services, Llc
  Grapevine, TX
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-12
• S66 Uniform Combined State Law Examination
  2013-03-16

Designations

• Certified Financial Planner

Other Names

• Joseph Michael Damico
• Joe Michael Damico
• Joseph Michael Damico
• Joseph Michael Damico
• Joseph Michael D'AMico
• Joseph Michael D'AMico