DL
Damon L. Latanzi
AE WEALTH MANAGEMENT
Hingham, MA 02043
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CRD#: 2937202
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Professional summary
Damon Louis Latanzi is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Hingham, Massachusetts.
Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Damon has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) South Shore Retirement Services, Inc.; YES INVESTMENT RELATED; 25 Recreation Park Drive, Suite 200, Hingham, MA 02043; INSURANCE SALES; Insurance Agent; START DATE 01/2021; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE AND ANNUITY SALES AND SERVICES. 2.) Damon LaTanzi - Sole Proprietor; YES INVESTMENT RELATED; 25 Recreation Park Dr. #200, Hingham, MA 02043; INSURANCE SALES; Owner; START DATE 01/2021; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE AND ANNUITY SALES AND SERVICES. LOANS POSITION: None - there is no organization. NATURE: My father loans money to general contractors and builders to finance small construction and renovation projects. There isn't a corporate structure around it. I can participate in the loans by providing capital to my father who would take my money along with his and make the loans. None of my clients are involved in any way whatsoever. None of my clients are recipients of any of the money I give to my father, nor have any other involvement. I will not spend any time during my day with these activities. I'm not involved in selecting the properties. It's a passive activity where he would do all the work and I would receive a monthly interest payment until the loan ends. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 227 WOMPATUCK RD, HINGHAM MA 02043-1108, United States DESCRIPTION: See above. There isn't a company or organization. I would just be participating with my father in loans he makes as described above. I have no duties...official or unofficial.
CRS (Client Relationship Summary) - RIA
Click below to view Damon Louis Latanzi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 23, 2022 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 25 Recreation Park Dr Ste 106, Hingham, MA 02043RIA
CRD#: 282580
Hingham, MA
Past
March 24, 2021 - February 22, 2022
SOUTH SHORE INVESTMENT SERVICES LLC
RIA
CRD#: 311450
HINGHAM, MA
Past
August 23, 2005 - October 7, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
SUGAR LAND, TX
Past
March 18, 2004 - October 7, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
SUGAR LAND, TX
Past
February 16, 2001 - February 3, 2003
CANTELLA & CO., INC.
BD
CRD#: 13905
MALDEN, MA
Past
September 12, 1997 - February 16, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(2/23/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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Company Information
AE WEALTH MANAGEMENT, LLC
CRD#: 282580Hingham, MA 02043TRUST BUT VERIFY
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