Unclaimed Profile

Andrea Diane Mears

CLIENT 1ST ADVISORY GROUP LLC·CLEARWATER, Florida

Series 6, Series 63, Series 65Clean record26 years registeredCLIENT 1ST ADVISORY GROUP LLC

611 DRUID ROAD E., CLEARWATER, FL 33756CRD# 2843116Firm CRD# 167790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrea Diane Mears · CLEARWATER, FL

Registration

CRD #2843116 · CLIENT 1ST ADVISORY GROUP LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLIENT 1ST ADVISORY GROUP LLC

CLIENT 1ST ADVISORY GROUP

Jan 2015 – May 2017

Vero Beach, FL

CAPITAL INVESTMENT ADVISORS

May 2005 – Jun 2015

VERO BEACH, FL

SPC

May 2000 – May 2005

VERO BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · May 16, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLIENT 1ST ADVISORY GROUP LLC

CRD 167790 · SEC 801-78052

AUM

$349M

Regulatory assets under management

Employees

825 client accounts

Services offered by CLIENT 1ST ADVISORY GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLIENT 1ST ADVISORY GROUP LLC →

Introduction

Speak with Andrea

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrea is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CLEARWATER?

Browse all registered financial advisors in CLEARWATER, Florida or claim this profile if it's yours.

Browse CLEARWATER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrea Diane Mears offer?

Andrea Diane Mears specializes in Financial Planning, Investment Management.

What are Andrea Diane Mears's credentials?

Andrea Diane Mears is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Diane Mears located?

Andrea Diane Mears is based in CLEARWATER, Florida, last registered with CLIENT 1ST ADVISORY GROUP LLC.

How does Andrea Diane Mears charge for services?

Andrea Diane Mears's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLIENT 1ST ADVISORY GROUP LLC?

CLIENT 1ST ADVISORY GROUP LLC has approximately 6 employees and manages $349M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →