Joseph Michael D'amico
Investment adviser representative at Cx Institutional, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.5BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cx Institutional, LLCJun 2024 to now
- Empower Financial Services, IncAug 2023 to now
- Empower Advisory Group, LLCApr 2023 to now
- Personal CapitalSep 2017 to Apr 2023
- Fidelity Brokerage Services LLCDec 2014 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
8 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
- 3190423
- Firm CRD
- 292627