Craig S. Damico

QUOTIENT WEALTH PARTNERS

DALLAS, TX 75240

CRD#: 7157169

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Professional summary

Craig Steven Damico is a registered financial advisor currently at QUOTIENT WEALTH PARTNERS, LLC located in Dallas, Texas.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Craig has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Craig Steven Damico'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

May 29, 2026 - Present

QUOTIENT WEALTH PARTNERS, LLC

Office #1: 5430 Lbj Freeway Suite 1150, Dallas, TX 75240

RIA

CRD#: 326819

DALLAS, TX

Past

November 10, 2023 - October 9, 2024

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

Irving, TX

Past

April 11, 2023 - November 17, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

Irving, TX

Past

February 13, 2023 - October 9, 2024

GOLDMAN SACHS & CO. LLC

CRD#: 361

Irving, TX

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".

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/29/2026)

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: 4/8/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/12/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/29/2022

Securities Industry Essentials Examination

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

PEGASUS VENTURES, LLC | QUOTIENT WEALTH PARTNERS, LLC

CRD#: 326819 / SEC#: 801-128380

RIA

Registered Investment Advisory firm - (8/24/2023 Approved)

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Contact information

Main Address

5430 Lbj Freeway Suite 1150, Dallas, TX 75240

Mailing Address

Phone number

(972) 807-0003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR QUOTIENT WEALTH PARTNERS, LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts	6,412
AUM (Assets Under Management)	$ 3,540,143,072

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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Craig S. Damico

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Steven Damico's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUOTIENT WEALTH PARTNERS, LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

UNITED CAPITAL FINANCIAL ADVISORS

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

QUOTIENT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2023

Series 7TO

Date: 2/12/2023

SIE

Date: 10/29/2022

Current Firm

QUOTIENT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUOTIENT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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