Yvonne Damico, financial advisor Ocala FL
93 score

Yvonne Damico

CRD Number: 4437771
Current Firm: Morgan Stanley

Yvonne Damico (CRD# 4437771) is an Investment Advisor Representative working at Morgan Stanley in Ocala, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Ocala, FL May 2015 - Current 1
Ubs Financial Services Inc. Tampa, FL Aug 2014 - May 2015 < 1
Wells Fargo Advisors LLC Tampa, FL Apr 2012 - Aug 2014 2
Morgan Stanley Smith Barney Tampa, FL Jun 2009 - Apr 2012 2
Morgan Stanley & Company Tampa, FL Jan 2008 - Jun 2009 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Crystal River, FL May 1995 - Jan 2008 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Yvonne Damico
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
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 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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