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Eugene D'amico

42 Years of Experience
Clinton, NY
4 DisclosuresBroker

Eugene D'amico is a registered investment advisor at Wells Fargo Advisors, based in Clinton, NY, with 42 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

178 Woods Park Dr, Clinton, NY, 13323

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2004
Closed-No Action
Customer Dispute
February 2004
Award / Judgment
Customer Dispute
March 1999
Settled
Customer Dispute
January 1986
Settled
Other Business Activities

Eugene is a finance committee member for Boy Scouts of America Revolutionary Trails since 2014. He spends minimal time reviewing investments, cash flow, and meeting with financial advisors.

Employment History
Current Registrations
Wells Fargo Advisors
May 2011 - Present · 15 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
June 1990 - January 2008 · 17 yrs 7 mos
First Albany CorporationBroker
October 1983 - May 1990 · 6 yrs 7 mos
State Registrations22 states
ALARAZCACOFLGAILMAMDNCNHNJNYPARISCTNTXVAVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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