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Damon Alan Marty

Newedge Advisors

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About Damon Alan Marty

Damon Alan Marty is a financial advisor with over 20 years of experience in the financial services industry. Currently, Damon is a Registered Representative at Newedge Advisors, LLC. Previously, Damon worked at D.A. Davidson & Co., Wells Fargo Securities, LLC, Wilson-Davis & Co., Inc., and Bidwell & Company. Damon holds the Series 7, Series 55, and Series 63 licenses. Damon also holds the SIE and is a Chartered Financial Analyst. Damon is a resident of Bend, Oregon.

Firm Information

Damon Marty is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Damon Marty’s Registration & Firm History

OR

01/25/2022 - Present

Newedge Advisors (Bend OR)

OR

12/08/2003 - 10/09/2017

D.A. DAVIDSON & CO. (LAKE OSWEGO OR)

CA

07/24/2001 - 07/01/2003

WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)

UT

02/29/2000 - 07/09/2001

WILSON-DAVIS & CO., INC. (SALT LAKE CITY UT)

OR

11/24/1997 - 01/31/2000

BIDWELL & COMPANY (PORTLAND OR)

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Licenses & Designations

BC

Issued 01/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Damon Alan Marty.
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