Marc P. Damiano

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CRD#: 7076486

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc Phillip Damiano, who also goes by Marc Damiano, Marc P Damiano, Marc Phillip Damiano, was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 2020. Marc had worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Marc Damiano | Marc P Damiano | Marc Phillip Damiano

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.

From March 2022 to present Mr. Damiano serves as a sales representative of a non-investment related business named Chainalysis based out of Washington DC. He devotes approximately 50% of his time during securities trading hours to this business.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 15, 2025 - November 5, 2025

LUMIDA WEALTH MANAGEMENT LLC

RIA

CRD#: 323410

PALM HARBOR, FL

Past

July 7, 2022 - October 1, 2024

ROCK DEN ADVISORS, LLC

RIA

CRD#: 312334

ALEXANDRIA, VA

Past

September 7, 2021 - March 4, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MCLEAN, VA

Past

May 21, 2021 - March 4, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

January 7, 2021 - March 17, 2021

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

FALLS CHURCH, VA

Past

September 14, 2020 - March 17, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

FALLS CHURCH, VA

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".

LUMIDA WEALTH MANAGEMENT LLC

LUMIDA | LUMIDA WEALTH MANAGEMENT LLC | LUMIDA WEALTH

CRD#: 323410 / SEC#: 801-126806

RIA

Registered Investment Advisory firm - (11/25/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/14/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/15/2020

Securities Industry Essentials Examination

Current Firm

LUMIDA WEALTH MANAGEMENT LLC

LUMIDA | LUMIDA WEALTH MANAGEMENT LLC | LUMIDA WEALTH

CRD#: 323410 / SEC#: 801-126806

RIA

Registered Investment Advisory firm - (11/25/2022 Approved)

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Contact information

Main Address

1200 Preakness Avenue Suite B1200, Wayne, NJ 07470

Mailing Address

Phone number

(833) 512-5111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LUMIDA FORM ADV PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 148,637,726

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.

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Advisor Monitoring

Firm Stability Insights

Marc P. Damiano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ROCK DEN ADVISORS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

LUMIDA WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2020

Series 7TO

Date: 9/14/2020

SIE

Date: 6/15/2020

Current Firm

LUMIDA WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LUMIDA WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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