Andrew Damato, financial advisor New York NY

Andrew Damato

CRD Number: 5345893
Current Firm: Morgan Stanley

Andrew Damato (CRD# 5345893) is an Investment Advisor Representative working at Morgan Stanley in New York, NY and has over 14 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Morgan Stanley Smith Barney LLC New York, NY Apr 2023 - Current < 1
Morgan Stanley Private Bank, N.a New York, NY Apr 2023 - Current < 1
First Republic Securities Company, LLC New York, NY Jul 2020 - Apr 2023 2
First Republic Investment Management, Inc. New York, NY Jul 2020 - Apr 2023 2
J.p. Morgan Securities LLC New York, NY May 2013 - Jul 2020 7
Jpmorgan Chase Bank Na New York, NY May 2013 - Jul 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Andrew R. Damato
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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