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Steven Damiani

36 Years of Experience
San Antonio, TX
1 DisclosureBroker

Steven Damiani is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Antonio, TX, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

15000 W Interstate 10, San Antonio, TX, 78249

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History

Regulatory History (1)
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Regulatory
June 1990
Final
Other Business Activities

Steven is a full-time Program Manager for Security Service Federal Credit Union's investment program and a financial advisor in the Credit Union. He also works for Security Service Investment Group.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2018 - Present · 8 yrs 1 mo
Previous Registrations
Emerson Equity LLCBroker
February 2018 - June 2018 · 4 mos
Sensus Wealth Management Group LLC
May 2016 - June 2018 · 2 yrs 1 mo
Infinex Investments, INC.Broker
October 2013 - November 2015 · 2 yrs 1 mo
Infinex Investments, INC.
October 2013 - November 2015 · 2 yrs 1 mo
Investment Professionals, INC.
August 2008 - October 2013 · 5 yrs 2 mos
Investment Professionals, INC.Broker
February 2008 - October 2013 · 5 yrs 8 mos
LPL Financial CorporationBroker
June 2006 - January 2008 · 1 yr 7 mos
Ifmg Securities, INC.Broker
July 2005 - March 2006 · 8 mos
Linsco/private Ledger CORP.Broker
February 2004 - April 2005 · 1 yr 2 mos
Essex National Securities, INC.Broker
September 2003 - February 2004 · 5 mos
Linsco/private Ledger CORP.Broker
January 2001 - August 2003 · 2 yrs 7 mos
Invest Financial CorporationBroker
February 2000 - December 2000 · 10 mos
Bisys Brokerage Services, INC.Broker
July 1994 - June 1999 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1989 - June 1994 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
December 1988 - November 1989 · 11 mos
J. T. Moran & CO., INC.Broker
May 1988 - December 1988 · 7 mos
Sherwood Capital, INC.Broker
March 1988 - May 1988 · 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.