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Neil Gerard Damato

Osaic Wealth, Inc.

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About Neil Gerard Damato

Neil Gerard Damato is an Investment Advisor Representative at Osaic Wealth, Inc., with over 36 years of experience in the financial services industry. Neil has held previous roles at Securities America, Inc., NYLIFE Securities LLC, and Hornor, Townsend & Kent, Inc. Neil specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations.

Firm Information

Neil Damato is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Neil Damato’s Registration & Firm History

NJ

06/14/2024 - Present

Osaic Wealth, Inc. (FAIRFIELD NJ)

NJ

12/11/2017 - 06/14/2024

SECURITIES AMERICA, INC. (FAIRFIELD NJ)

NJ

06/20/2017 - 11/09/2017

NYLIFE SECURITIES LLC (EDISON NJ)

NJ

01/09/2002 - 01/18/2017

HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)

DE

10/21/1994 - 01/18/2002

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MA

10/06/1992 - 11/07/1994

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

NY

04/25/1988 - 10/20/1992

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

12/17/1986 - 09/21/1987

EQUICO SECURITIES, INC.

NA

12/17/1986 - 09/21/1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

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Licenses & Designations

BC

Issued 04/30/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 12/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Neil Gerard Damato. Review regulatory record here.
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