Andrew Richard Damato
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Andrew Richard Damato? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
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
13 years in the industry.
- Morgan StanleyApr 2023 to now
- Morgan Stanley Private Bank, N.AApr 2023 to now
- Morgan Stanley Smith Barney LLCApr 2023 to now
- First Republic Investment Management, Inc.Jul 2020 to Apr 2023
- First Republic Securities Company, LLCJul 2020 to Apr 2023
- J.P. Morgan Securities LLCMay 2013 to Jul 2020
- JPMorgan Chase Bank NAMay 2013 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 5345893
- Firm CRD
- 149777