Joseph J. Deandrea

BILL FEW ASSOCIATES

SEWICKLEY, PA 15143

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CRD#: 1993050

Professional summary

Joseph John Deandrea is a registered financial advisor currently at BILL FEW ASSOCIATES, INC. located in Sewickley, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Joseph has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

SELL INSURANCE THROUGH CAPITAS/PITTSBURGH BROKERAGE. THIS IS NOT INVESTMENT-RELATED ENTAILS APPROXIMATELY 5 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Deandrea'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 11, 2005 - Present

BILL FEW ASSOCIATES, INC.

Office #1: 2100 Georgetown Drive Suite 600, Sewickley, PA 15143

RIA

CRD#: 133561

SEWICKLEY, PA

Past

March 1, 2004 - February 4, 2005

BILL FEW SECURITIES, INC.

RIA

CRD#: 41917

PITTSBURGH, PA

Past

January 16, 2004 - December 13, 2021

BILL FEW SECURITIES, INC.

CRD#: 41917

PITTSBURGH, PA

Past

January 4, 1999 - December 31, 2001

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

August 3, 1998 - January 4, 1999

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

January 12, 1998 - August 3, 1998

INDEPENDENT FINANCIAL SECURITIES, INC.

CRD#: 19924

Past

December 2, 1997 - February 19, 2004

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

September 12, 1994 - October 31, 1997

PNC BROKERAGE CORP

CRD#: 34671

PITTSBURGH, PA

Past

November 30, 1992 - July 27, 1994

JANNEY MONTGOMERY SCOTT LLC

CRD#: 463

PHILADELPHIA, PA

Past

October 25, 1989 - December 11, 1992

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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".

BILL FEW ASSOCIATES, INC.

CRD#: 133561 / SEC#: 801-29235

RIA

Registered Investment Advisory firm - (4/10/1987 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

Pennsylvania
(5/11/2005)

IAR

Texas
(11/3/2021)

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 65

Date: 7/25/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Current Firm

BILL FEW ASSOCIATES, INC.

CRD#: 133561 / SEC#: 801-29235

RIA

Registered Investment Advisory firm - (4/10/1987 Approved)

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Contact information

Main Address

2100 Georgetown Drive Suite 600, Sewickley, PA 15143

Mailing Address

Phone number

(412) 630-6000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFA FORM ADV PART 2A (3/31/2025)

BFA WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	7,817
AUM (Assets Under Management)	$ 2,642,969,998

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/14/2025	Cover Page	Report
08/19/2024	Cover Page	Report
06/30/2023	Cover Page	Report
08/05/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Joseph J. Deandrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph John Deandrea's CRS (Customer Relationship Summary).

Certified licenses

Experience

BILL FEW SECURITIES, INC.

BILL FEW SECURITIES, INC.

NATCITY INSURANCE SERVICES, INC.

IFMG SECURITIES, INC.

INDEPENDENT FINANCIAL SECURITIES, INC.

NATCITY INVESTMENTS, INC.

PNC BROKERAGE CORP

JANNEY MONTGOMERY SCOTT LLC

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

BILL FEW ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/2001

Series 63

Date: 11/1/1989

SIE

Date: 10/1/2018

Series 7

Date: 10/21/1989

Current Firm

BILL FEW ASSOCIATES, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BILL FEW ASSOCIATES, INC.

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