Damon
Marty
Newedge Advisors
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About this Advisor
Damon Marty is a chartered financial analyst working out of Bend, Oregon with 1 year of relevant experience. Marty is an employee of Newedge Advisors. Marty has gained experience at Amey Construction, LLC, 4 Seasons Construction & Remodeling, Neil Kelly Company, Inc, Newedge Advisors, LLC, D.A. Davidson & Co and Fisher Investments. Marty holds a Series 63 license, qualifying them as a securities broker, and is registered to advise clients in Oregon. Newedge Advisors is a financial advisory business based in New Orleans, LA. The company has offices in 99 locations and a total of 499 advisors. It manages $13 billion in total assets across its 48,067 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 114 charitable organizations. Of its 48,067 client accounts, 27% are held by high-net-worth individuals who have more than $1 million in assets. The company performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on the services provided. Fee types billed by Newedge Advisors can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Damon Marty Work History
Damon has been registered as a financial advisor for 1 years.*
Newedge Advisors, LLC
Neil Kelly Company, Inc
4 Seasons Construction & Remodeling
Amey Construction, LLC
Fisher Investments
D.A. Davidson & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Damon Marty 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 Newedge Advisors
Novi, MI
New Orleans, LA
New Orleans, LA
Virginia Beach, VA
New Orleans, LA
New Orleans, LA
San Diego, CA
New Orleans, LA
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