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DD

David A. Domenick

CAPITAL A WEALTH MANAGEMENT
NEW CASTLE, PA 16101
Some features on this profile are disabled
CRD#: 1837617
DD

Professional summary


David Albert Domenick SR, who also goes by David Albert Domenick, is a registered financial advisor currently at CAPITAL A WEALTH MANAGEMENT located in New Castle, Pennsylvania and MADISON AVENUE SECURITIES, LLC located in Cranberry Township, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. David has worked at 8 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David Albert Domenick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Albert Domenick SR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 22, 2023 - Present

CAPITAL A WEALTH MANAGEMENT

Office #1: 2656 Ellwood Road Suite 114, New Castle, PA 16101
RIA
CRD#: 328863
NEW CASTLE, PA
Current

November 17, 2017 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 8050 Rowan Road, Suite 401, Cranberry Township, PA 16066Office #2: 2656 Ellwood Rd., Suite 114, New Castle, PA 16101
RIA
BD
CRD#: 23224
Cranberry Township, PA
Past

November 21, 2017 - March 27, 2024

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
New Castle, PA
Past

September 12, 2014 - November 20, 2017

STONEX SECURITIES INC.

BD
CRD#: 18456
NEW CASTLE, PA
Past

November 16, 1993 - September 12, 2014

WRP INVESTMENTS, INC.

BD
CRD#: 7365
NEW CASTLE, PA
Past

August 15, 1990 - November 30, 1993

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

August 19, 1988 - August 14, 1990

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 19, 1988 - August 14, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPITAL A WEALTH MANAGEMENT
CAPITAL A WEALTH MANAGEMENT | KIEFER FINANCIAL SERVICE | CAPITAL A WEALTH MANAGEMENT, LLC

CRD#: 328863 / SEC#: 801-129086

RIA
Registered Investment Advisory firm - (11/22/2023 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(11/17/2017)
RR
Georgia
(11/17/2017)
RR
Michigan
(11/17/2017)
RR
Nevada
(11/17/2017)
RR
New York
(11/17/2017)
RR
North Carolina
(11/28/2017)
RR
Ohio
(11/17/2017)
RR
Pennsylvania
(11/17/2017)
IAR
Pennsylvania
(11/22/2023)
RR
South Carolina
(8/27/2018)
RR
Texas
(11/17/2017)
IAR
Texas
(4/3/2025)
RR
Virginia
(8/27/2018)
RR
West Virginia
(11/17/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 8/22/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CA
CAPITAL A WEALTH MANAGEMENT
CAPITAL A WEALTH MANAGEMENT | KIEFER FINANCIAL SERVICE | CAPITAL A WEALTH MANAGEMENT, LLC

CRD#: 328863 / SEC#: 801-129086

RIA
Registered Investment Advisory firm - (11/22/2023 Approved)
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Contact information


Main Address
8050 Rowan Road Suite 401, Cranberry Twp., PA 16066
Mailing Address
Phone number
(724) 658-4211
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (12/17/2025)

Regulatory assets under management


Total Number of Accounts2,092
AUM (Assets Under Management)$ 412,329,590

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL A WEALTH MANAGEMENT

CRD#: 328863New Castle, PA 16101

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