ED
Enri Dama
WEALTHEDGE INVESTMENT ADVISORS LLC
New York, NY 10016
Some features on this profile are disabled
CRD#: 6013993
ED
Professional summary
Enri Dama is a registered financial advisor currently at WEALTHEDGE INVESTMENT ADVISORS LLC located in New York, New York.
Enri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Enri has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
Ed Hammer LLC. Investment-related. 160 Madison Avenue, Apt. 40F New York, NY 10016. Consulting Consultant. 10 hours per week, zero hours during trading hours. Began this in 2017. Dorchester Avenue Partners, Inc./Dorchester Equities LLC. Investment-related. 1444-1446 Dorchester Avenue, Boston, MA 02122. Real estate. Referral. Consultant. Started 2023. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. Dade City Industrial Portfolio. Investment-related. 15486 Highway 301, Dade City, FL Real Estate. Referral Consultant. Started 2022. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. Westroads RB Holdings, LLC. Investment-related, Equity Owner-Passive in Business. 24 Church Street, Montclair, NJ 07042. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. Schmid Industrial 1 LLC, Schmid Industrial 2 LLC. Investment-related. 24 Church Street, Montclair, NJ 07042. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. North Wildwood Shopping Center, LLC, Investment-related. 2500 Delaware Avenue, North Wildwood, New Jersey 08260. Spend zero hours per week and zero hours during trading hours. No stated responsibilities. 425 Fairvilla Investors LLC, Investment-related. 1194 King Street, 2nd Floor, Greenwich, CT 06831. Spend zero hours per week and zero hours during trading hours. No stated responsibilities.
CRS (Client Relationship Summary) - RIA
Click below to view Enri Dama'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
May 9, 2024 - Present
WEALTHEDGE INVESTMENT ADVISORS LLC
Office #1: 99 Park Ave. Suite 1920, New York, NY 10016RIA
CRD#: 126337
New York, NY
Past
June 22, 2023 - June 21, 2024
WATTS CAPITAL PARTNERS LLC
RIA
CRD#: 149049
NEW YORK, NY
Past
January 17, 2020 - June 16, 2023
TSA MANAGEMENT INC
RIA
CRD#: 106440
GLEN HEAD, NY
Past
July 28, 2017 - December 31, 2019
TSA MANAGEMENT INC
RIA
CRD#: 106440
GLEN HEAD, NY
Past
June 29, 2017 - June 16, 2023
HALLIDAY FINANCIAL, LLC
BD
CRD#: 31741
GLEN HEAD, NY
Past
July 28, 2015 - June 28, 2017
WILMINGTON CAPITAL SECURITIES, LLC
BD
CRD#: 133839
New York, NY
Past
May 17, 2013 - July 28, 2015
FOREFRONT CAPITAL MARKETS LLC
BD
CRD#: 151812
NEW YORK, NY
Past
April 26, 2012 - April 2, 2013
ROCKWELL GLOBAL CAPITAL LLC
BD
CRD#: 142485
NEW YORK, NY
Past
January 13, 2012 - April 5, 2012
JOHN THOMAS FINANCIAL
BD
CRD#: 40982
NEW YORK, NY
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".
WI
WEALTHEDGE INVESTMENT ADVISORS LLC
GENESIS INVESTMENT ADVISORY SERVICES LLC. | WEALTHEDGE INVESTMENT ADVISORS LLC
CRD#: 126337 / SEC#: 801-66845
RIA
Registered Investment Advisory firm - (7/10/2006 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
New York(5/9/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WI
WEALTHEDGE INVESTMENT ADVISORS LLC
GENESIS INVESTMENT ADVISORY SERVICES LLC. | WEALTHEDGE INVESTMENT ADVISORS LLC
CRD#: 126337 / SEC#: 801-66845
RIA
Registered Investment Advisory firm - (7/10/2006 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
99 Park Ave. Suite 1920, New York, NY 10016
Mailing Address
Phone number
(212) 687-3600
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 869 |
| AUM (Assets Under Management) | $ 401,472,611 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
