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August Damian

5 Years of Experience
Sewickley, PA
Broker

August Damian is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 5 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

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Wesbanco Securities, INC.Broker
September 2021 - April 2023 · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
August 2020 - June 2021 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
August Damian - Financial Advisor | TrueAdvisor