Paidemoyo B. Charasika

COPPERWOOD FINANCIAL

ASHEVILLE, NC

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CRD#: 4091183

Professional summary

Paidemoyo Brian Charasika, who also goes by Pai Charasika, Paidemovo Charasika, Paidemoyo Charasika, Pai Brian Charasika, is a registered financial advisor currently at COPPERWOOD FINANCIAL located in Asheville, North Carolina.

Paidemoyo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Paidemoyo has worked at 13 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pai Charasika | Paidemovo Charasika | Paidemoyo Charasika | Pai Brian Charasika

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.

1) FISH AGENCY; NEW YORK, NY; PLACEMENT AGENCY/APPOINTMENT SETTER; HEAD OF SALES; 01/2022; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INITIAL SALES LEAD TO INTRODUCE COMPANY TO POTENTIAL CLIENTS. 2) KLG MANAGEMENT INC.; INVESTMENT RELATED; 745 McCLINTOCK DR., SUITE 308, BURR RIDGE, IL 60527; INSURANCE PRODUCTION AGENCY; PRODUCER; 01/2022; APPROX. 5 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCER. 3) POPSTAR VENTURES; INVESTMENT RELATED; MANHATTAN, NY; VENTURE CAPITAL FIRM; WEALTH ADVISORY CONSULTANT; 10/2023; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NON-COMPENSATED ADVISOR TO GENERAL BUSINESS, CAPITAL FUNDRAISE, AND CLIENT ACQUISITION FUNCTIONS. 4) SHARK JOCKEY PRO; INVESTMENT RELATED; LOUISVILLE, KY; BRANDING AND MARKETING SOLUTIONS PLATFORM; SPORTS AND ENTERTAINMENT ACCREDITED WEALTH ADVISOR; 06/2023; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NON-COMPENSATED FINANCIAL ADVISOR. 5) PRO ATHLETE WEALTH (DBA NAME AND SEPARATE BUSINESS FUNCTION OF COPPERWOOD FINANCIAL); INVESTMENT RELATED; LOUISVILLE, KY; INVESTMENT ADVISOR FIRM DBA NAME; CO-FOUNDER, DIRECTOR ATHLETE & ENTERTAINER WEALTH MANAGEMENT; 01/2024; APPROX. 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; REGISTERED INVESTMENT ADVISOR REPRESENTATIVE ADVISING PRO ATHLETES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paidemoyo Brian Charasika'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

December 1, 2022 - Present

COPPERWOOD FINANCIAL

RIA

CRD#: 310859

ASHEVILLE, NC

Past

January 28, 2021 - October 28, 2022

AMERICAN CAPITAL MANAGEMENT, INC.

RIA

CRD#: 8174

LOUISVILLE, KY

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.

Highlighted states indicate IAR registrations

IAR

Kentucky
(12/1/2022)

IAR

North Carolina
(5/5/2025)

IAR

Texas
(9/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/21/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/12/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/22/2000

General Securities Representative Examination

Current Firm

COPPERWOOD FINANCIAL

COPPERWOOD FINANCIAL | PRO ATHLETE WEALTH | COPPERWOOD FINANCIAL, INC.

CRD#: 310859 / SEC#: 801-134875

Arizona

Registered Investment Advisory firm - (7/1/2021 Approved)

Florida

Registered Investment Advisory firm - (8/22/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/16/2024 Approved)

Illinois

Registered Investment Advisory firm - (10/15/2020 Approved)

Kentucky

Registered Investment Advisory firm - (6/15/2022 Approved)

North Carolina

Registered Investment Advisory firm - (5/2/2025 Approved)

Texas

Registered Investment Advisory firm - (10/22/2024 Approved)

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Contact information

Main Address

745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527

Mailing Address

Phone number

(630) 581-8998

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COPPERWOOD FINANCIAL BROCHURE (11/3/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 108,386,000

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.

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Paidemoyo B. Charasika

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paidemoyo Brian Charasika's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN CAPITAL MANAGEMENT, INC.

MAGNATE ADVISORY SERVICES, LLC

PORTSMOUTH FINANCIAL SERVICES

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

THE PRUDENT EXPERT LLC

ADP BROKER-DEALER, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

LANIER ASSET MANAGEMENT, LLC

APW CAPITAL, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/21/2000

SIE

Date: 1/5/2018

Series 31

Date: 5/12/2008

Series 7

Date: 2/22/2000

Current Firm

COPPERWOOD FINANCIAL

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPERWOOD FINANCIAL

TRUST BUT VERIFY

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