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RD

Robert J. Damico

NCU INVESTMENT SOLUTIONS
Woonsocket, RI 02895
Some features on this profile are disabled
CRD#: 7293987
RD
Robert Joseph DamicoNCU INVESTMENT SOLUTIONS

Professional summary

Robert Joseph Damico is a registered financial advisor currently at NCU INVESTMENT SOLUTIONS located in Woonsocket, Rhode Island.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Robert Joseph 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®
None

Experience

Current

June 18, 2026 - Present

NCU INVESTMENT SOLUTIONS

Office #1: 1280 Park Avenue, Woonsocket, RI 02895
RIA
CRD#: 134804
Woonsocket, RI
Past

September 18, 2023 - May 27, 2026

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
JOHNSTON, RI
Past

May 22, 2023 - May 27, 2026

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
JOHNSTON, RI

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
Rhode Island
(6/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/15/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/20/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/23/2022
Securities Industry Essentials Examination

Current Firm

NI
NCU INVESTMENT SOLUTIONS
NCU INVESTMENT SOLUTIONS | RANDALL FINANCIAL GROUP, LLC

CRD#: 134804 / SEC#:

Massachusetts
Registered Investment Advisory firm - (6/3/2005 Approved)
Rhode Island
Registered Investment Advisory firm - (4/18/2005 Approved)
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Contact information

Main Address
1005 Douglas Pike, Smithfiled, RI 02917
Mailing Address
Phone number
(401) 228-0100
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts261
AUM (Assets Under Management)$ 58,923,905

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

NCU INVESTMENT SOLUTIONS

CRD#: 134804Woonsocket, RI 02895

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