Andrea Diane Mears
Professional Summary
Andrea Diane Mears, who also goes by Andrea Ingogliamears, Andrea Mears, was a registered financial advisor. Andrea was a previously registered financial professional and started their career in finance 1997 - 2017. Andrea had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrea Ingogliamears, Andrea Mears
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC
Contact Information
Main Address
963 Highland Avenue, Dunedin, FL 34698Phone Number
(727) 450-2301# of Employees
8SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
924AUM (Assets Under Management)
$511,486,971Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | Cover Page | Report |
| 09/11/2024 | Cover Page | Report |
| 08/07/2024 | Cover Page | Report |
| 12/18/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
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