DS
CFP
DS
CFP

Damon Snell

19 Years of Experience
La Jolla, CA
Broker

Damon Snell is a CFP-designated registered investment advisor at Morgan Stanley, based in La Jolla, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1111 Prospect Street, La Jolla, CA, 92037

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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's wife manages a rental property in San Diego, and they plan to hire a property manager soon. Damon is not involved in the day-to-day management.

Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
E*trade Capital Management, LLC
March 2011 - October 2022 · 11 yrs 7 mos
E*trade Securities LLCBroker
March 2011 - October 2022 · 11 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Citigroup Global Markets INC.
August 2006 - June 2009 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2006 - June 2009 · 2 yrs 10 mos
State Registrations24 states
ARAZCACODEFLHIIDMAMDMIMNNCNJNMNVNYORPATXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.