Paidemoyo Charasika has been an investment adviser representative at Copperwood Financial since December 2022, and is not listed among the firm’s executive officers or direct owners. Paidemoyo Charasika holds a Bachelor's degree from Wake Forest University and a Master's in Business Administration from the University of Louisville.
Copperwood Financial, Inc. is a Burr Ridge, IL firm with $120M under management, 262 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Paidemoyo "Pai" Charasika is Senior Wealth Advisor at Copperwood Financial, Inc. He has over 23 years of industry experience. His focus is retirement planning for 401k rollover retirees, and his work also covers income planning, investment management and wealth transfer strategies.
Paidemoyo Charasika’s longest registration was 5 years at Stifel, Nicolaus & Company, Incorporated (2006–2012). Before joining Copperwood Financial in 2022, Paidemoyo Charasika was registered through American Capital Management, Inc. and Magnate Advisory Services, LLC.
- Copperwood FinancialCurrent– present · 3 yearsAsheville, NC · Adviser representative · Firm CRD 310859
- American Capital Management, Inc.– · 1 yearNew Albany, IN · Adviser representative · Firm CRD 122452
- Magnate Advisory Services, LLC– · under a yearLouisville, KY · Adviser representative · Firm CRD 283056
- Allstate Financial Advisors, LLC– · under a yearLouisville, KY · Adviser representative · Firm CRD 109524
- The Prudent Expert LLC– · under a yearIndianapolis, IN · Adviser representative · Firm CRD 238792
- Raymond James & Associates, Inc.– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 705
- Lanier Asset Management, LLC– · under a yearLouisville, KY · Adviser representative · Firm CRD 150888
- Stifel, Nicolaus & Company, Incorporated– · 5 yearsLouisville, KY · Adviser representative · Firm CRD 793
- UBS Financial Services Inc.– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Paidemoyo Charasika is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from December 2022; the most recent is North Carolina, in May 2025.
- KentuckySince 1 December 2022
- North CarolinaSince 5 May 2025
- TexasResidentSince 10 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 12 May 2008 |
| Series 66 | Uniform Combined State Law Examination | 21 March 2000 |
| Series 7 | General Securities Representative Examination | 22 February 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paidemoyo Brian Charasika
- CRD
- 4091183
- Firm
- Copperwood Financial · CRD 310859
- Office
- Asheville, NC
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperwoodfinancial.com
Where does Paidemoyo Charasika work?
Paidemoyo Charasika is an investment adviser representative registered through Copperwood Financial, Inc. since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Paidemoyo Charasika a financial advisor?
Yes. Paidemoyo Charasika has a current investment-adviser registration in Kentucky, North Carolina and Texas, through Copperwood Financial since December 2022.
How many years of experience does Paidemoyo Charasika have?
Paidemoyo Charasika has 23 years in the financial industry, since March 2003, across 9 adviser firms.
What exams has Paidemoyo Charasika passed?
Paidemoyo Charasika has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in February 2000. FINRA credited Paidemoyo Charasika with the SIE, which began in October 2018.
Where did Paidemoyo Charasika work before Copperwood Financial?
Before Copperwood Financial, Paidemoyo Charasika was registered through American Capital Management, Inc., January 2021 to October 2022; Magnate Advisory Services, LLC, January 2020 to September 2020; Allstate Financial Advisors, LLC, December 2016 to June 2017; The Prudent Expert LLC, May 2016 to August 2016; Raymond James & Associates, Inc., August 2012 to August 2015; Lanier Asset Management, LLC, June 2012 to August 2012; Stifel, Nicolaus & Company, Incorporated, August 2006 to March 2012; UBS Financial Services Inc., January 2004 to September 2006.
Where is Paidemoyo Charasika based?
Paidemoyo Charasika’s registered office is in Asheville, NC.
Is Paidemoyo Charasika registered with FINRA?
No. Paidemoyo Charasika has no current broker registration.
How can I verify Paidemoyo Charasika’s record?
Search CRD 4091183 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paidemoyo Charasika’s full registration record.
