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AF

Andrew S. Ficarra

CADENCE WEALTH MANAGEMENT
Tempe, AZ
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CRD#: 6073920
AF

Professional summary


Andrew Steven Ficarra, who also goes by Andrew S Ficarra, Andrew Steven Ficarra, is a registered financial advisor currently at CADENCE WEALTH MANAGEMENT, LLC located in Tempe, Arizona and SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC located in Scottsdale, Arizona.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andrew S Ficarra | Andrew Steven Ficarra

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.
IAR with Signature Resources Capital Management, a registered investment advisor located at 2657 N 71st Pl , Scottsdale , AZ 85257. Start date was February 21, 2023.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andrew Steven Ficarra'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

February 28, 2022 - Present

CADENCE WEALTH MANAGEMENT, LLC

RIA
CRD#: 158636
Tempe, AZ
Current

March 8, 2023 - Present

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

RIA
CRD#: 144069
Scottsdale, AZ
Past

February 13, 2019 - May 14, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

August 26, 2015 - November 14, 2017

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ
Past

August 11, 2014 - June 24, 2015

TD AMERITRADE, INC.

RIA
CRD#: 7870
SAN FRANCISCO, CA
Past

August 11, 2014 - June 24, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SAN FRANCISCO, CA
Past

August 11, 2014 - June 24, 2015

TD AMERITRADE, INC.

BD
CRD#: 7870
SAN FRANCISCO, CA
Past

August 27, 2012 - August 19, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

July 30, 2012 - August 19, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA

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".
SR
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
EDGE WEALTH STRATEGIES LLC | STATERA ASSET MANAGEMENT | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

CRD#: 144069 / SEC#: 801-67988

RIA
Registered Investment Advisory firm - (6/8/2007 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
Arizona
(4/5/2023)
IAR
California
(3/8/2023)
IAR
Texas
(8/9/2024)
IAR
Washington
(2/28/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/28/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/24/2012
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SR
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
EDGE WEALTH STRATEGIES LLC | STATERA ASSET MANAGEMENT | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

CRD#: 144069 / SEC#: 801-67988

RIA
Registered Investment Advisory firm - (6/8/2007 Approved)
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Contact information


Main Address
120 Newport Center Dr Suite 100, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 261-7726
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-03-25 SIGNATURE RESOURCES CAPITAL MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts807
AUM (Assets Under Management)$ 227,563,327

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.

Company Information


SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

CRD#: 144069Tempe, AZ

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