Nicholas
Fajack

Capital A Wealth Management

CRD#7186385
Investment Advisor
in Canfield, OH

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About this Advisor

Nicholas Fajack is a financial advisor based in Canfield, Ohio, working with Capital A Wealth Management. Nicholas has previously held positions at Sparkle Market, Farmers National Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Sa Stone Wealth Management Inc, Sa Stone Investment Advisors, Madison Avenue Securities, and Capital A Wealth Management. Nicholas has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Nicholas is part of Capital A Wealth Management, which operates out of Canfield, Ohio. The firm has 3 offices and 17 employees. The firm manages assets totaling $149.2 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Capital A Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6715 Tippecanoe Road, B-201
Canfield, OH 44406

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Capital A Wealth Management Brokerage Details

Total Assets Under Management

$149,157,020

OH Average: $15,833,994,310
Total Number of Employees

17

OH Average: 41
Total Number of Accounts

817

OH Average: 3,342
Average Account Size

$182,567

OH Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Nicholas Fajack Work History

2024 - Present (0 year)

Madison Avenue Securities

2024 - Present (0 year)

Capital A Wealth Management

2022 - Present (2 years)

Sa Stone Wealth Management Inc

2022 - Present (2 years)

Sa Stone Investment Advisors

2020 - 2022 (2 years)

Cetera Investment Services LLC

2020 - 2022 (2 years)

Cetera Investment Advisers LLC

2019 - 2022 (3 years)

Farmers National Bank

2015 - 2019 (4 years)

Farmers National Bank

2010 - 2014 (4 years)

Sparkle Market

Disclosures

Please visit the SEC profile of Nicholas Fajack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital A Wealth Management

Brandon Domenick
New Castle, PA
Patrick Danglidis
New Castle, PA
David Domenick
New Castle, PA
Nicholas Fajack
Canfield, OH
Lindsay Frabotta
New Castle, PA
Joel Nesbitt
Glendale, AZ
Paul Kiefer
Canfield, OH
David Domenick
New Castle, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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