Damon
Varady

Seia

CRD#4158247
Investment Advisor
in Fair Lawn, NJ

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About this Advisor

Damon Varady is a financial advisor based in Fair Lawn, New Jersey, working with Seia. Damon has previously held positions at Invest Financial Corp, Affinity Fcu, Idb Capital Corp, First Allied Securities Inc, Royal Alliance, Seia LLC, Royal Alliance Associates, Inc, and Ses Inc. Damon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Damon is part of Seia, which operates out of Fair Lawn, New Jersey. The firm has 22 offices and 138 employees. The firm manages assets totaling $14.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Seia includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Fair Lawn, NJ

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Seia Brokerage Details

Total Assets Under Management

$14,211,502,743

NJ Average: $7,578,581,321
Total Number of Employees

138

NJ Average: 43
Total Number of Accounts

18,483

NJ Average: 3,727
Average Account Size

$768,896

NJ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Damon Varady Work History

2023 - Present (1 year)

Ses Inc

2020 - Present (4 years)

Seia LLC

2020 - 2023 (3 years)

Royal Alliance Associates, Inc

2019 - 2019 (< 1 year)

First Allied Securities Inc

2019 - 2020 (1 year)

Royal Alliance

2018 - 2019 (1 year)

Idb Capital Corp

2018 - 2018 (< 1 year)

Idb Capital Corp

2013 - 2017 (4 years)

Invest Financial Corp

2001 - 2017 (16 years)

Affinity Fcu

Disclosures

Please visit the SEC profile of Damon Varady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Seia

Lisa Windsor
Los Angeles, CA
Claire Caprio
Mc Lean, VA
Christopher Gardner
Los Angeles, CA
Kelli French
Newport Beach, CA
Samantha Driver
Los Angeles, CA
Sara Hendrix
Redondo Beach, CA
Drew Kubicki
Los Angeles, CA
Calvin Tseng
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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