DM
DM

Damon Marra

24 Years of Experience
Hauppauge, NY
Broker

Damon Marra is a registered investment advisor at Wells Fargo Advisors, based in Hauppauge, NY, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

150 Motor Parkway, Suite 210, Hauppauge, NY, 11788

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Damon has 100% ownership in Marra FS Corporation, dedicating minimal time. He also has 50% ownership in Retirement Plan Consulting Group LLC, dedicating full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Wells Fargo Advisors
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2018 - November 2023 · 5 yrs 6 mos
Raymond James Financial Services, INC.Broker
May 2018 - November 2023 · 5 yrs 6 mos
LPL Financial LLC
August 2004 - June 2018 · 13 yrs 10 mos
LPL Financial LLCBroker
August 2004 - June 2018 · 13 yrs 10 mos
Morgan Stanley Dw INC.Broker
November 2001 - August 2004 · 2 yrs 9 mos
State Registrations18 states
CACOCTDEFLGAILMAMOMTNCNHNJNYPASCTXVA
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.