ND

Noah H. Damsky

MARINA WEALTH ADVISORS
Los Angeles, CA
Some features on this profile are disabled
CRD#: 5824699
ND

Professional summary


Noah H Damsky, who also goes by Noah Henry Damsky, Noah Damsky, is a registered financial advisor currently at MARINA WEALTH ADVISORS located in Los Angeles, California.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Noah has worked at 4 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Noah Henry Damsky | Noah Damsky

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Noah H Damsky'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®
None

Experience


Current

January 5, 2021 - Present

MARINA WEALTH ADVISORS

RIA
CRD#: 311567
Los Angeles, CA
Past

October 21, 2014 - June 12, 2018

BESSEMER INVESTOR SERVICES, INC.

BD
CRD#: 17442
LOS ANGELES, CA
Past

October 4, 2013 - September 8, 2014

PIMCO INVESTMENTS LLC

BD
CRD#: 154957
NEWPORT BEACH, CA
Past

September 27, 2010 - October 21, 2010

EDWARD JONES

RIA
CRD#: 250
ST. LOUIS, MO
Past

August 30, 2010 - October 21, 2010

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
California
(1/5/2021)

Exams


State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 9/10/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MW
MARINA WEALTH ADVISORS
MARINA WEALTH | MARINA WEALTH ADVISORS, LLC | MARINA WEALTH ADVISORS

CRD#: 311567 / SEC#:

California
Registered Investment Advisory firm - (1/1/2021 Approved)
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Contact information


Main Address
Los Angeles, CA
Mailing Address
Phone number
(310) 817-0744
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts54
AUM (Assets Under Management)$ 29,691,038

Red Flags


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Company Information


MARINA WEALTH ADVISORS

CRD#: 311567Los Angeles, CA

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