Unclaimed Profile

Brian James Damiani

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

SIE, Series 7, Series 63, Series 65CFPClean record24 years registeredCONTINUUM ADVISORY, LLC

873 E. STATE STREET, EAGLE, ID 83616CRD# 4184673Firm CRD# 283155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian James Damiani · EAGLE, ID

Registration

CRD #4184673 · CONTINUUM ADVISORY, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CONTINUUM ADVISORY, LLC

Apr 2016 – present

SIGNATOR INVESTORS, INC.

May 2016 – Nov 2017

PLEASANTON, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2009 – May 2016

PLEASANTON, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jun 2002 – Sep 2009

PLEASANTON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 26, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONTINUUM ADVISORY, LLC

CRD 283155 · SEC 801-107439

AUM

$1.3B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CONTINUUM ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONTINUUM ADVISORY, LLC →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EAGLE?

Browse all registered financial advisors in EAGLE, Idaho or claim this profile if it's yours.

Browse EAGLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian James Damiani offer?

Brian James Damiani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Brian James Damiani's credentials?

Brian James Damiani holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian James Damiani located?

Brian James Damiani is based in EAGLE, Idaho, working with CONTINUUM ADVISORY, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Brian James Damiani charge for services?

Brian James Damiani's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONTINUUM ADVISORY, LLC?

CONTINUUM ADVISORY, LLC has approximately 66 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →