David Domenick
David Domenick is a registered investment advisor at Capital a Wealth Management, based in New Castle, PA, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,162 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital A charges a percentage of your portfolio each year for investment management services. The specific rate is determined by a contract. The fee is calculated based on the average daily balance of your account and is billed monthly in arrears. The custodian will directly debit your account for the advisory fee. At Capital A's discretion, asset amounts in accounts from the same household may be aggregated together to determine the advisory fee.
Location
2656 Ellwood Road, Suite 114, New Castle, PA, 16101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several business activities, including insurance sales and services through David A. Domenick Investments & Insurance Services and Capital A Insurance, LLC, real estate rental, securities sales as a registered representative, and wealth management through Capital A Wealth Management, LLC. He also dedicates minimal time to Capital A Tax Solutions, LLC and the New Castle Sanitation Authority Board.
Employment History
Current Registrations
Capital a Wealth Management
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
SA Stone Wealth Management INC.Broker
Wrp Investments, INC.Broker
Equity Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.