Brian J. Damiani
CONTINUUM ADVISORY | Owner & Principal
Eagle, ID 83616
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CRD#: 4184673
Professional summary
Brian James Damiani, CFP® is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Eagle, Idaho and OSAIC WEALTH, INC. located in Eagle, Idaho.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brian has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Trust & estate planning
Philanthropic services
Financial planning
Trading individual securities
Institutional consulting
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
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) Continuum Advisory LLC; investment related; 873 E State Street, Eagle, ID 83616; RIA; Principal; 4/2016; 40 hrs/week; 6.5 hrs during trading; oversee advisors, manage money for clients, & financial planning 2) Insurance Sales; Brian Damiani/Wealth Management Associates; investment related; 873 E State Street, Eagle, ID 83616; life/health insurance; advisor;2000; 10 hrs/month; 6.5 hrs during trading; offer life insurance to our clients 3) Wealth Management Associates; investment related; 873 E State Street, Eagle, ID 83616; financial planning/investment management; president, CFP; 2000; 60-80 hrs/week; 6.5 hrs during trading; CFP, planning & management for clients 4) Trustee for family members; investment related; 873 E State Street, Eagle, ID 83616; trustee; trustee; 2008;4 hrs/month; 0 hrs during trading; trustee of family accounts 5) Damiani Family Planning Inc; not investment related; 873 E State Street, Eagle, ID 83616; corporation for business; 2008;0 hrs/month; 0 hrs during trading; corporation for business
CRS (Client Relationship Summary) - RIA
Click below to view Brian James Damiani'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®
CFP®
Start date: 2003
Experience
Current
April 4, 2016 - Present
CONTINUUM ADVISORY, LLC
Office #1: 873 E. State Street, Eagle, ID 83616RIA
CRD#: 283155
Eagle, ID
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 873 E State Street, Eagle, ID 83616RIA
BD
CRD#: 23131
Eagle, ID
Past
November 14, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Eagle, ID
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
PLEASANTON, CA
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
PLEASANTON, CA
Past
September 4, 2009 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
PLEASANTON, CA
Past
September 4, 2009 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PLEASANTON, CA
Past
June 26, 2002 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
RIA
CRD#: 3600
PLEASANTON, CA
Past
May 26, 2000 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
PLEASANTON, CA
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".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
IAR
California(4/4/2016)
RR
California(8/23/2024)
RR
Delaware(8/23/2024)
RR
District of Columbia(8/23/2024)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Hawaii(8/23/2024)
IAR
Idaho(1/3/2022)
RR
Idaho(8/23/2024)
RR
Indiana(8/23/2024)
RR
Maine(8/23/2024)
RR
Maryland(8/23/2024)
RR
Michigan(8/23/2024)
RR
Nevada(8/23/2024)
RR
New Hampshire(8/23/2024)
RR
New Jersey(8/23/2024)
RR
New Mexico(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
Ohio(8/23/2024)
RR
Oregon(8/23/2024)
RR
Pennsylvania(8/23/2024)
IAR
Texas(4/4/2016)
RR
Texas(8/23/2024)
RR
Utah(8/23/2024)
RR
Virginia(8/23/2024)
RR
Washington(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
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Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONTINUUM ADVISORY, LLC
Owner & PrincipalCRD#: 283155Eagle, ID 83616TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
