DD
David A. Domenick
CAPITAL A WEALTH MANAGEMENT
Cranberry Township, PA 16066
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CRD#: 5960853
DD
Professional summary
David Albert Domenick JR., who also goes by David Albert Domenick, is a registered financial advisor currently at CAPITAL A WEALTH MANAGEMENT located in Cranberry Township, 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 2015. David has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.
1)CAPITAL A INSURANCE, LLC; NOT INVESTMENT RELATED; 312 N JEFFERSON ST.; FINANCIAL PLANNING AND LIFE, HEALTH AND DISABILITY INSURANCE; OWNER / MANAGING MEMBER; START DATE 01/2020; HOURS/MONTH:40; TRADING HOURS/MONTH:40; DUTIES:ACTIVELY SEARCH FOR NEW BUSINESS, MANAGING EXISTING BUSINESS RELATIONSHIPS. 2) MADISON AVENUE SECURITIES, LLC; YES INVESTMENT RELATED; 13500 EVENING CREEK DR. N SUITE 555, SAN DIEGO, CA 92128; BROKER DEALER; REGISTERED REPRESENTATIVE; START DATE 11/2017; APPROX 40 HRS/MONTH; APPROX 40 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 3) CAPITAL A WEALTH MANAGEMENT, LLC; YES INVESTMENT RELATED; 312 N JEFFERSON ST.; FINANCIAL PLANNING WEALTH MANAGEMENT; OWNER / MANAGING MEMBER; START DATE 01/2020; HOURS/MONTH:40; TRADING HOURS/MONTH:40; DUTIES: FINANCIAL PLANNING FOR NEW BUSINESS, MANAGING EXISTING BUSINESS RELATIONSHIPS. 4) NAME: CAPITAL WEALTH MANAGEMENT; ADDRESS: 312 N JEFFERSON ST., NEW CASTLE PA 16101; INVESTMENT RELATED: NO; POSTION: MANAGING MEMBER / INVESTMENT ADVISOR REPRESENTATIVE; DUTIES: MEET WITH CLIENTS, BUILD RETIREMENT PLANS, AND MONITOR INVESTMENT STRATEGIES; HOURS PER WEEK: 40 HOURS; START DATE: 11/27/2023 5) NAME: CAPITAL A TAX SOLUTIONS, LLC; ADDRESS: 312 N JEFFERSON ST., NEW CASTLE PA 16101; INVESTMENT RELATED: NO; POSITION & DUTIES: MEMBER - INVESTOR; HOURS PER WEEK: LESS THEN 1 HOUR; START DATE: 12/15/2024 6) NAME: DOMENICK HOLDINGS, LLC; INVESTMENT RELATED: NO; ADDRESS: 206 FALCON LANE, CRANBERRY TWP., PA 16066; NATURE OF THE BUSINESS: HOLDING COMPANY; POSITION: OWNER; HOURS PER WEEK: 1 HOUR; START DATE: 5/28/2025 7) Name: Association of Financial Consultants; Investment Related: No; Nature Of The Business: IRS-approved 501(c)(3) non-profit organization. Our mission is simple, offer high-quality education through free educational workshops and classes in a non-selling environment. Our fiduciaries and financial professionals provide valuable services to their communities. These events are carefully crafted to educate attendees on a variety of financial topics. Our members include Financial Professionals from a wide range of specialties committed to public service. Our educational and informative financial outreach continues to motivate an elevated high standard of excellence; Position: Member of association and Presenter of Retirement Planning Topics; Hours Per Week: 4 Hours; Start Date: 7/1/2025 8) Mr. Domenick, Jr. is a 50% owner of Domenick Holdings, LLC. This entity is a holding company used to loan operating funds to Capital A Insurance, and will also buy and sell securities for its own account. Mr. Domenick Jr. receives compensation from this entity and therefore this creates a conflict of interest with clients. Trading done in Domenick Holdings, LLC's investment account will be pre-approved or will be aggregated alongside client trades. Mr. Domenick Jr. spends 5% amount of time on this activity during trading hours. 9) NAME: ASSOCIATION OF FINANCIAL CONSULTANTS; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: IRS APPROVED 501(C)(3) NON-PROFIT ORGANTIZATION OFFERING HIGH-QUALITY EDUCATION THROUGH FREE EDUCATIONAL WORKSHOPS AND CLASSES IN A NON-SELLING ENVIORMENT; POSITION: MEMBER OF ORGANIZATION AND PRESENTER OF RETIREMENT PLANNING TOPICS; HOURS PER WEEK: 4 HOURS; START DATE: 7/1/2025; 10) NAME: COUNCIL OF FINANCIAL EDUCATORS; INVESTMENT RELATED: NO; NATURE OF THE BUSINESS: IRS APPROVED 501(C)(3) NON-PROFIT ORGANTIZATION THAT IS COMMITTED TO PROVIDING THE PUBLIC WITH THE KNOWLEDGE TO CONFIDENTLY NAVIGATE THE EVERCHANGING RETIREMENT LANDSCAPE THROUGH EDUCATIONAL CLASSES AND RESOURCES TO THE PUBLIC TO ADDRESS THESE NEEDS; POSITION: MEMBER OF ORGANIZATION AND PRESENTER OF RETIREMENT PLANNING TOPICS; HOURS PER WEEK: 4 HOURS; START DATE: 6/1/2025
CRS (Client Relationship Summary) - RIA
Click below to view David Albert Domenick JR.'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®
NoneExperience
Current
November 22, 2023 - Present
CAPITAL A WEALTH MANAGEMENT
Office #1: 8050 Rowan Road Suite 1504, Cranberry Township, PA 16066RIA
CRD#: 328863
Cranberry Township, 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 16101Office #3: 312 N. Jefferson St., New Castle, PA 16101Office #4: 6715 Tippecanoe Rd B-201, Canfield, OH 44406RIA
BD
CRD#: 23224
Cranberry Township, PA
Past
November 21, 2017 - March 27, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Cranberry Township, PA
Past
February 22, 2016 - November 20, 2017
STONEX ADVISORS INC.
RIA
CRD#: 174182
New Castle, PA
Past
April 21, 2015 - November 20, 2017
STONEX SECURITIES INC.
BD
CRD#: 18456
NEW CASTLE, PA
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
Arizona(1/16/2024)
RR
California(1/16/2024)
RR
Colorado(1/16/2024)
RR
Delaware(1/16/2024)
RR
District of Columbia(2/21/2024)
RR
Florida(1/16/2024)
RR
Georgia(1/16/2024)
RR
Illinois(1/16/2024)
RR
Indiana(1/16/2024)
RR
Kentucky(1/16/2024)
RR
Louisiana(1/16/2024)
RR
Massachusetts(1/16/2024)
RR
Michigan(1/16/2024)
RR
Mississippi(1/16/2024)
RR
Nevada(11/17/2017)
RR
New Jersey(1/16/2024)
RR
New York(1/16/2024)
RR
North Carolina(1/17/2024)
RR
Ohio(11/17/2017)
IAR
Ohio(10/25/2024)
RR
Oregon(1/16/2024)
RR
Pennsylvania(11/17/2017)
IAR
Pennsylvania(11/22/2023)
RR
Rhode Island(1/16/2024)
RR
South Carolina(1/16/2024)
RR
Tennessee(1/16/2024)
RR
Texas(1/16/2024)
IAR
Texas(10/25/2024)
RR
Virginia(1/16/2024)
RR
Washington(1/16/2024)
RR
West Virginia(1/16/2024)
Exams
State Security Law Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 2,092 |
| 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.
