Robert Paul Damico

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 08/2020
  Massmutual
  Rochester, NY
• 11/2007 → 08/2020
  Mml Investors Services Inc
  Rochester, NY
• 08/2020 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2020 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2017-07-25 → 2020-08-11
  Mml Investors Services, Llc
  Webster, NY
  Rochester, NY

Other Businesses

(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

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04

Designations

• Chartered Financial Consultant

Other Names

• Robert Damico