Andrew
Sachais
Wick Capital Partners, LLC
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About this Advisor
Andrew Sachais is a chartered financial analyst working in Wayne, Pennsylvania, with a total of 1 year of relevant experience. Sachais is on the advisory team at Wick Capital Partners, LLC. The advisor has gained experience at Wts Proprietary Trading Group, LLC, Opus Trading Fund, Full Time Student, The Street, Satch Capital Group, Minyanville, Motley Fool, Seeking Alpha, Axa Advisors, LLC, West Capital Management, Inc, Georgetown University, Wick Capital Partners, LLC and Brandywine Oak Private Wealth LLC. Sachais maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Wick Capital Partners, LLC is a financial advisory business operating out of Wayne, PA. It has offices in two locations and a total of nine financial advisors. It has $318 million in assets between its 743 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 743 client accounts, 40% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules typically are based on the services. Fees charged by Wick Capital Partners, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wick Capital Partners, LLC Brokerage Details
$317,748,915
9
743
$427,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Andrew Sachais Work History
Andrew has been registered as a financial advisor for 1 years.*
Wick Capital Partners, LLC
Brandywine Oak Private Wealth LLC
Wick Capital Partners, LLC
West Capital Management, Inc
Satch Capital Group
Axa Advisors, LLC
Minyanville
Motley Fool
Seeking Alpha
Wts Proprietary Trading Group, LLC
Opus Trading Fund
The Street
Georgetown University
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Sachais to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wick Capital Partners, LLC
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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