Steven Damiani, financial advisor San Antonio TX
73 score

Steven Damiani

CRD Number: 1803117
Current Firm: Sensus Wealth Management Group LLC

Steven Damiani (CRD# 1803117) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in San Antonio, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Sensus Wealth Management Group, LLC San Antonio, TX May 2016 - Current < 1
Unemployed San Antonio, TX Dec 2015 - Apr 2016 < 1
Infinex Investments, Inc. Meriden, CT Oct 2013 - Nov 2015 2
Investment Professionals, Inc. San Antonio, TX Jan 2008 - Oct 2013 5
Linsco/ Private Ledger Corp. Rockland, MA Jun 2006 - Jan 2008 1
Rockland Trust Company Rockland, MA Apr 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S66 NASAA Uniform Combined State Law Examination Aug 2008
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Steven M. Damiani
Phone Number: 210-735-4000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $184,569
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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BADGES
73

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