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AS

Andrew B. Sachais

WICK CAPITAL PARTNERS
Wayne, PA 19087
Some features on this profile are disabled
CRD#: 6274225
AS

Professional summary

Andrew Blake Sachais is a registered financial advisor currently at WICK CAPITAL PARTNERS, LLC located in Wayne, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Andrew has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 56 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Blake Sachais'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 7, 2022 - Present

WICK CAPITAL PARTNERS, LLC

Office #1: 150 N. Radnor Chester Road Suite A225, Wayne, PA 19087
RIA
CRD#: 299194
Wayne, PA
Past

August 12, 2021 - January 12, 2022

BRANDYWINE OAK PRIVATE WEALTH LLC

RIA
CRD#: 297021
KENNETT SQUARE, PA
Past

January 14, 2020 - August 17, 2021

WICK CAPITAL PARTNERS, LLC

RIA
CRD#: 299194
PHILADELPHIA, PA
Past

October 18, 2016 - July 2, 2019

BRYN MAWR TRUST ADVISORS, LLC

RIA
CRD#: 285359
PHILADELPHIA, PA
Past

September 1, 2016 - March 30, 2017

WEST CAPITAL MANAGEMENT, INC.

RIA
CRD#: 110572
PHILADELPHIA, PA
Past

October 1, 2015 - November 18, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LOS ANGELES, CA
Past

December 4, 2013 - January 17, 2014

WTS PROPRIETARY TRADING GROUP LLC

BD
CRD#: 148117
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".
WC
WICK CAPITAL PARTNERS, LLC
WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA
Registered Investment Advisory firm - (11/23/2018 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
(2/7/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 56
Date: 12/9/2013
Proprietary Trader Qualification Examination

Current Firm

WC
WICK CAPITAL PARTNERS, LLC
WICK CAPITAL MANAGEMENT, LLC | WICK CAPITAL PARTNERS, LLC

CRD#: 299194 / SEC#: 801-114337

RIA
Registered Investment Advisory firm - (11/23/2018 Approved)
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Contact information

Main Address
150 N. Radnor Chester Road Suite A225, Wayne, PA 19087
Mailing Address
Phone number
(215) 302-3535
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 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

WICK FORM ADV PART2A 2025V2 (6/18/2025)

Regulatory assets under management

Total Number of Accounts942
AUM (Assets Under Management)$ 565,287,657

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

WICK CAPITAL PARTNERS, LLC

CRD#: 299194Wayne, PA 19087

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