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David Patrick Damaska

Charter Advisory Corp.

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About David Patrick Damaska

David Damaska is a financial professional with over 25 years of experience. David is currently registered with Charter Advisory Corp. as a Registered Investment Advisor Representative (IAR) and Series 6 and Series 63 licensed. David also holds the Securities Industry Essentials (SIE) license. David specializes in providing financial planning and investment advisory services. David is committed to helping individuals and families reach their financial goals. David is a Registered Representative of and offers securities through LPL Financial. David is also a Registered Investment Advisor Representative (IAR) of Charter Advisory Corporation, which is a separate entity from LPL Financial.

Firm Information

David Damaska is currently registered with Charter Advisory Corp.. Charter Advisory Corp. is an investment advisor located in Indianapolis, Indiana. The firm has 14 licensed agents, 15 investment adviser representatives, and 15 registered representatives. They advise individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. They manage approximately $319 million in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, selection of other advisors, and participates in a wrap fee program. Their website is HTTP://WWW.CHARTERADVISORY.COM.
Charter Advisory Corp.

250 E. 96TH STREET

INDIANAPOLIS, IN 46240

$319.22M

Assets Under Management

2

Total Clients

13

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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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.

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 Damaska’s Registration & Firm History

OH

09/17/2009 - Present

Charter Advisory Corp. (LOVELAND OH)

OH

02/01/2000 - 09/08/2009

MUTUAL SERVICE CORPORATION (LOVELAND OH)

FL

09/16/1996 - 02/23/2001

SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)

PA

04/26/1995 - 08/15/1996

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 04/18/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/1995

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 Patrick Damaska.
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