Antonio S. Andrade

ANTONIO ANDRADE, CFP

Ukiah, CA 95482-5435

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CRD#: 2005535

Professional summary

Antonio Steven Andrade, CFP® is a registered financial advisor currently at ANTONIO ANDRADE, CFP located in Ukiah, California.

Antonio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Antonio has worked at 2 firms and has passed the Series 7 exam.

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.

Antonio Andrade, Owner Income Tax Preparation for individuals 401 West Mill Street Ukiah, CA 95482 Began in 1983: Seasonal: 30 Hours/month(Feb);60 Hours/month (March) 40/Month (April); <5 Hours/month the other 9 months; < than 1/2 those hours during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antonio Steven Andrade'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®

CFP^®

Certified Financial Planner

Experience

Current

April 13, 2018 - Present

ANTONIO ANDRADE, CFP

Office #1: 401 West Mill Street Suite 1, Ukiah, CA 95482-5435

RIA

CRD#: 136312

Ukiah, CA

Past

December 13, 1989 - February 27, 1990

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

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

California
(4/13/2018)

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Exams

General Industry/Product Exam

Series 7

Date: 11/18/1989

General Securities Representative Examination

Current Firm

ANTONIO ANDRADE, CFP

ANDRADE, ANTONIO | ANTONIO STEVEN ANDRADE | ANTONIO ANDRADE, CFP

CRD#: 136312 / SEC#:

California

Registered Investment Advisory firm - (8/21/1990 Approved)

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Contact information

Main Address

401 West Mill Street Suite 1, Ukiah, CA 95482-5435

Mailing Address

Phone number

(707) 462-4930

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 11,311,273

Red Flags

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Antonio S. Andrade

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Antonio Steven Andrade's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANTONIO ANDRADE, CFP

INTERFIRST CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 7

Date: 11/18/1989

Current Firm

ANTONIO ANDRADE, CFP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANTONIO ANDRADE, CFP

TRUST BUT VERIFY

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