Andrea D. Mears

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CRD#: 2843116

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrea Diane Mears, who also goes by Andrea Ingogliamears, Andrea Mears, was a registered financial professional .

Andrea is a previously registered financial professional and started their career in finance in 1997. Andrea had worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Andrea Ingogliamears | Andrea Mears

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 2, 2015 - May 2, 2017

CLIENT 1ST ADVISORY GROUP

RIA

CRD#: 167790

Vero Beach, FL

Past

July 29, 2005 - December 31, 2006

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

VERO BEACH, FL

Past

May 26, 2005 - June 30, 2015

CAPITAL INVESTMENT ADVISORS

RIA

CRD#: 116241

VERO BEACH, FL

Past

May 16, 2000 - May 9, 2005

SPC

RIA

CRD#: 110692

VERO BEACH, FL

Past

September 14, 1999 - May 9, 2005

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

January 24, 1997 - September 20, 1999

NYLIFE SECURITIES LLC

CRD#: 5167

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".

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 12/29/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/20/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLIENT 1ST ADVISORY GROUP

CLIENT 1ST ADVISORY GROUP | CLIENT 1ST ADVISORY GROUP LLC

CRD#: 167790 / SEC#: 801-78052

RIA

Registered Investment Advisory firm - (5/14/2013 Approved)

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Contact information

Main Address

963 Highland Avenue, Dunedin, FL 34698

Mailing Address

Phone number

(727) 450-2301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIENT 1ST WRAP FEE PROGRAM (8/7/2025)

CLIENT 1ST ADVISORY GROUP, LLC (8/7/2025)

Regulatory assets under management

Total Number of Accounts	840
AUM (Assets Under Management)	$ 403,969,413

Accountant 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

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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Firm Stability Insights

Andrea D. Mears

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CAPITAL INVESTMENT ADVISORS

SPC

SIGMA FINANCIAL CORPORATION

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

CLIENT 1ST ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/1999

Series 63

Date: 2/5/1997

Series 6

Date: 1/20/1997

Current Firm

CLIENT 1ST ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CLIENT 1ST ADVISORY GROUP

TRUST BUT VERIFY

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