Steven DamianiCRD 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 29 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|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|
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
Total Assets Under Management44MILLIONS
Total Number of Accounts240ACCOUNTS
Average Account Value$184,569
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.