RD
Robert P. Damico
J. W. COLE ADVISORS
Webster, NY 14580
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CRD#: 5439480
RD
Professional summary
Robert Paul Damico, ChFC®, CLU®, who also goes by Robert Damico, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Webster, New York and J.W. COLE FINANCIAL, INC. located in Webster, New York.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robert has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Damico
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) DBA - R.P. Damico & Associates; investment related; start date 3/2008 - owner/agent; 975 Ebner Dr, Webster, NY 14580; DBA and agency for fixed insurance products; 10 hours per month, all during trading. (2) DC Associates; not investment related; start date 1/2015 - owner; 975 Ebner Dr, Webster, NY 14580; CPA & tax practice, small business consulting; 15 hours per month, 10 hours during trading. (3) Rochester Metal Recycling; not investment related; start date 8/2006 - owner; 1461 Harris Road Webster, NY 14580; scrap metal broker; 4 hours per month, all during trading. (4) RPD Properties, LLC; not investment related; start date 5/1/2019 - owner; 1461 Harris Road Webster, NY 14580; rental property; 2 hours per month, 0 during trading. (5) Notary; Not investment related; 975 Ebner Dr., PO Box 314, Webster NY 14580; Notary; Witness to signing; Start 7/11/2012; 1 hour/month during trading. (6) POA and Trustee for Rosetta Damico
CRS (Client Relationship Summary) - RIA
Click below to view Robert Paul Damico's 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®
Experience
Current
August 7, 2020 - Present
J. W. COLE ADVISORS, INC.
Office #1: 975 Ebner Dr, Webster, NY 14580RIA
CRD#: 112294
Webster, NY
Current
August 7, 2020 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 975 Ebner Drive, Webster, NY 14580BD
CRD#: 124583
Webster, NY
Past
July 25, 2017 - August 11, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
WEBSTER, NY
Past
November 20, 2007 - August 11, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WEBSTER, NY
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".
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)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
Arizona(9/9/2024)
RR
Connecticut(8/26/2025)
RR
Florida(8/7/2020)
RR
Georgia(8/7/2020)
RR
Maryland(8/7/2020)
RR
Michigan(8/7/2020)
RR
Minnesota(8/7/2020)
RR
New York(8/7/2020)
IAR
New York(4/1/2021)
RR
North Carolina(8/7/2020)
RR
Virginia(8/26/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JW
J. W. COLE ADVISORS, INC.
ESHBACH RETIREMENT PLANNING | TILCHIN ASSET MANAGEMENT | JONATHAN ROBERTS ADVISORY GROUP, INC. | JONATHAN ROBERTS ADVISORY GROUP | JAFFE TILCHIN INVESTMENT PARTNERS | J.W. COLE ADVISORS, INC. | J. W. COLE ADVISORS, INC.
CRD#: 112294 / SEC#: 801-60722
RIA
Registered Investment Advisory firm - (11/23/2001 Approved)Arizona
Registered Investment Advisory firm - (12/4/2001 Terminated)Florida
Registered Investment Advisory firm - (12/5/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
Mailing Address
Phone number
(813) 935-6776
Established
Firm type
Fiscal year end
# of Employees
512
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,614 |
| AUM (Assets Under Management) | $ 7,195,237,282 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
J. W. COLE ADVISORS, INC.
CRD#: 112294Webster, NY 14580TRUST BUT VERIFY
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