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MD

Marc P. Damiano

VALOREM LLC
MORRIS PLAINS, NJ
Some features on this profile are disabled
CRD#: 7076486
MD

Professional summary

Marc Phillip Damiano, who also goes by Marc Damiano, Marc P Damiano, Marc Phillip Damiano, is a registered financial advisor currently at VALOREM LLC located in Morris Plains, New Jersey.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Marc has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Phillip Damiano's CRS (Customer Relationship Summary).
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

December 24, 2025 - Present

VALOREM LLC

RIA
CRD#: 339215
MORRIS PLAINS, NJ
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

BD
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

BD
CRD#: 6627
FALLS CHURCH, VA

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 Jersey
(12/24/2025)
IAR
New York
(12/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/14/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/15/2020
Securities Industry Essentials Examination

Current Firm

VL
VALOREM LLC
VALOREM LLC

CRD#: 339215 / SEC#: 801-134978

RIA
Registered Investment Advisory firm - (12/19/2025 120-Day Approval)
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Contact information

Main Address
551 Madison Avenue 12th Floor, New York, NY 10022
Mailing Address
Phone number
(917) 837-8846
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VALOREM LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (11/17/2025)
0

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.

Company Information

VALOREM LLC

CRD#: 339215Morris Plains, NJ

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