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Damon Ustin

Investment adviser representative at First Manhattan Co. LLC
14 yearsExperience
1 stateRegistered in
$38.1BFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. First Manhattan Co. LLCMar 2026 to now
  2. CitigroupMay 2021 to Mar 2026
  3. UnemployedOct 2020 to May 2021
  4. Allied Millennial PartnersAug 2019 to Oct 2020
  5. Tvr - InvestJul 2012 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (NY).

First Manhattan Co. LLC

$38.1BAssets managed
6,294Clients
66Advisers
49 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
7206710
Firm CRD
325281
Advisor's SEC record (opens in a new tab)
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