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RIA / WealthAdvisor10 years in industry

MARC PHILLIP DAMIANO

Advisor at VALOREM LLC

MORRIS PLAINS, NJ | NEW YORK, NY

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Search this name across graphsid dfx:ria:66dffb38-85f0-3d12-7323-d00fa20cfb88

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 7, 2021 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALOREM LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 17, 2020
First registration: Jan 7, 2021
Dual registered: no
Other names: Marc P Damiano|Marc Phillip Damiano|MARC DAMIANO
IAPD individual key: 7076486

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALOREM LLC	Independent wealth	Dec 24, 2025	n/a	yes	NEW YORK, NY\|MORRIS PLAINS, NJ	Current employment
LUMIDA WEALTH MANAGEMENT LLC	Independent wealth	May 15, 2025	Nov 5, 2025	no	PALM HARBOR, FL\|WAYNE, NJ	Previous registration
ROCK DEN ADVISORS, LLC	State registered	Jul 7, 2022	Oct 1, 2024	no	ALEXANDRIA, VA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 7, 2021	Mar 4, 2022	no	MCLEAN, VA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 7, 2021	Mar 17, 2021	no	FALLS CHURCH, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LUMIDA WEALTH MANAGEMENT LLC	VALOREM LLC	Nov 5, 2025	Dec 24, 2025	49	Firm change	RIA to new firm
ROCK DEN ADVISORS, LLC	LUMIDA WEALTH MANAGEMENT LLC	Oct 1, 2024	May 15, 2025	226	Firm change	Other
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ROCK DEN ADVISORS, LLC	Mar 4, 2022	Jul 7, 2022	125	Firm change	Ibd to state RIA
EQUITABLE ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 17, 2021	Sep 7, 2021	174	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ VALOREM LLCRegistered adviserregistration: current employment
Dec 24, 2025 to presentfactForm ADV
→ LUMIDA WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 15, 2025 to Nov 5, 2025factForm ADV
→ ROCK DEN ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 7, 2022 to Oct 1, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 7, 2021 to Mar 4, 2022factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 7, 2021 to Mar 17, 2021factForm ADV

Dated events

Occurred
Nov 5, 2025
Advisor changed firm
Marc Phillip Damiano left Lumida Wealth Management Llc for Valorem Llc (registered 2025-12-24)
Form ADVobserved 5 days ago
Occurred
Oct 1, 2024
Advisor changed firm
Marc Phillip Damiano left Rock Den Advisors, Llc for Lumida Wealth Management Llc (registered 2025-05-15)
Form ADVobserved 5 days ago
Occurred
Mar 4, 2022
Advisor changed firm
Marc Phillip Damiano left Fidelity Personal And Workplace Advisors for Rock Den Advisors, Llc (registered 2022-07-07)
Form ADVobserved 5 days ago