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Douglas A. Dameron

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CRD#: 2274008
DD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Andrew Dameron, who also goes by Doug Dameron, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1992. Douglas had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7, Series 6, Series 10, Series 9 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doug Dameron

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 10, 2014 - April 26, 2021

CAPITOL SECURITIES MANAGEMENT, INC.

RIA
CRD#: 14169
WILMINGTON, NC
Past

October 10, 2014 - April 26, 2021

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
WILMINGTON, NC
Past

June 1, 2009 - October 17, 2014

MORGAN STANLEY

RIA
CRD#: 149777
WILMINGTON, NC
Past

June 1, 2009 - October 17, 2014

MORGAN STANLEY

BD
CRD#: 149777
WILMINGTON, NC
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
WILMINGTON, NC
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
WILMINGTON, NC
Past

April 28, 1994 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
WILMINGTON, NC
Past

January 11, 1994 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
WILMINGTON, NC
Past

October 5, 1992 - February 3, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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".
CS
CAPITOL SECURITIES MANAGEMENT, INC.
CAPITOL SECURITIES MANAGEMENT, INC. | IFS SECURITIES, INC. | FS SECURITIES, INC.

CRD#: 14169 / SEC#: 801-41033, 8-30353

RIA
Registered Investment Advisory firm - SEC (3/16/1992 Approved)
California
Registered Investment Advisory firm - SEC (2/23/2001 Cancelled)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/17/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 10/23/2000
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 3/7/1994
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/1/1999
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


CS
CAPITOL SECURITIES MANAGEMENT, INC.
CAPITOL SECURITIES MANAGEMENT, INC. | IFS SECURITIES, INC. | FS SECURITIES, INC.

CRD#: 14169 / SEC#: 801-41033, 8-30353

RIA
Registered Investment Advisory firm - SEC (3/16/1992 Approved)
California
Registered Investment Advisory firm - SEC (2/23/2001 Cancelled)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
4050 Innslake Drive Suite 250, Glen Allen, VA 23060
Mailing Address
4050 Innslake Drive Suite 250, Glen Allen, VA 23060
Phone number
(804) 612-9700
Established
Virginia since 03/22/1981
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
170

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CSM_ADV PART 2A_3.31.2025 (5/30/2025)

Direct owners and executive officers


NamePositionCRD#
CS FINANCIAL GROUP INC.HOLDING COMPANY
HALLBERG, KATHERINE ROSECHIEF COMPLIANCE OFFICER5016264
JIANOS, JOSEPH ARISTOTLECHAIRMAN & CEO1374020
WALLACE, JAMES LOUISCHIEF OPERATING OFFICER2099074
WETHERELL, EDWARD LEECHIEF STRATEGY OFFICER2159349
ZUBOV, IRINADIRECTOR OF FINANCE5166218

Regulatory assets under management


Total Number of Accounts3,745
AUM (Assets Under Management)$ 1,818,741,357

Disclosures


Regulatory Event10
Arbitration2

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


CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

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