Damon Alan Marty
Investment adviser representative at Newedge Advisors
23 yearsExperience
1 stateRegistered in
CFADesignation
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Newedge Advisors, LLCJan 2022 to now
- Neil Kelly Company, Inc.Sep 2021 to Jan 2022
- 4 Seasons Construction & RemodelingNov 2020 to Aug 2021
- UnemployedJan 2020 to Nov 2020
- Amey Construction, LLCNov 2018 to Jan 2020
- Fisher InvestmentsMay 2018 to Aug 2018
- UnemployedOct 2017 to May 2018
- D.A. Davidson & Co.Dec 2003 to Oct 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (OR).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2967356
- Firm CRD
- 171351