Michael Damon (CRD# 4501030) is an Investment Advisor Representative working at Eagle Strategies LLC in Medway, MA and has over 20 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Medway, MA | Oct 2016 - Current | 7 |
| Nylife Securities LLC | Medway, MA | Aug 2014 - Current | 9 |
| Damon Financial, LLC | Westborough, MA | Mar 2013 - Current | 11 |
| New York Life Insurance, Company | Waltham, MA | Jan 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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