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David Albert Domenick

Capital A Wealth Management

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About David Albert Domenick

David Domenick is an Investment Advisor Representative with Capital A Wealth Management. David has been in the financial services industry for 35 years. He has a Series 6, Series 63, and SIE licenses. David is registered to provide investment advice in Florida, Georgia, Michigan, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.

Firm Information

David Domenick is currently registered with Capital A Wealth Management. Capital A Wealth Management is an investment advisor located in New Castle, Pennsylvania. The firm provides a range of services including financial planning, portfolio management for individuals, and pension consulting. The firm's clients include individuals, charitable organizations, and pension and profit-sharing plans. Capital A Wealth Management has approximately $149 million in regulatory assets under management.
Capital A Wealth Management

312 N JEFFERSON STREET

NEW CASTLE, PA 16101

$149.16M

Assets Under Management

Not reported

Total Clients

6

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 individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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David Domenick’s Registration & Firm History

PA

11/22/2023 - Present

Capital A Wealth Management (NEW CASTLE PA)

PA

09/12/2014 - 11/20/2017

SA STONE WEALTH MANAGEMENT INC. (NEW CASTLE PA)

PA

11/16/1993 - 09/12/2014

WRP INVESTMENTS, INC. (NEW CASTLE PA)

VT

08/15/1990 - 11/30/1993

EQUITY SERVICES, INC. (MONTPELIER VT)

MN

08/19/1988 - 08/14/1990

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/19/1988 - 08/14/1990

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/22/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Albert Domenick.
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