David
Domenick

Capital A Wealth Management

CRD#1837617
Investment Advisor
in New Castle, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Domenick is a financial advisor based in New Castle, Pennsylvania, working with Capital A Wealth Management. David has previously held positions at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Madison Avenue Securities, LLC, Ae Wealth Management, LLC, David A. Domenick Investments & Insurance Services, Capital A Wealth Management, LLC, Capital A Insurance, LLC, Capital A Financial & Insurance Associates, Inc, and Capital A Wealth Management. David has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, David is part of Capital A Wealth Management, which operates out of New Castle, Pennsylvania. The firm has 3 offices and 17 employees. The firm manages assets totaling $149.2 million and offers services including 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

312 N Jefferson Street
New Castle, PA 16101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Capital A Wealth Management Brokerage Details

Total Assets Under Management

$149,157,020

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

17

PA Average: 41
Total Number of Accounts

817

PA Average: 3,342
Average Account Size

$182,567

PA 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

David Domenick Work History

2023 - Present (1 year)

Capital A Wealth Management

2020 - Present (4 years)

Capital A Wealth Management, LLC

2020 - Present (4 years)

Capital A Insurance, LLC

2017 - Present (7 years)

Madison Avenue Securities, LLC

1990 - Present (34 years)

David A. Domenick Investments & Insurance Services

2017 - 2023 (6 years)

Ae Wealth Management, LLC

2015 - 2020 (5 years)

Capital A Financial & Insurance Associates, Inc

2014 - 2017 (3 years)

Sterne Agee Financial Services, Inc

1993 - 2014 (21 years)

Wrp Investments, Inc

Disclosures

Please visit the SEC profile of David Domenick 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started