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Andrew Blake Sachais

Wick Capital Partners, LLC

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About Andrew Blake Sachais

Andrew Blake Sachais is a registered investment advisor representative with Wick Capital Partners, LLC, a registered investment advisor based in Wayne, PA. Andrew has been in the industry since 2013 and has worked with a number of firms including AXA Advisors, LLC and WTS Proprietary Trading Group LLC. Andrew holds a Series 7, 56, and 66 license and is a Chartered Financial Analyst. Andrew specializes in providing financial planning, portfolio management for individuals, and pension consulting services.

Firm Information

Andrew Sachais is currently registered with Wick Capital Partners, LLC. Wick Capital Partners, LLC is an investment advisor located in WAYNE, PA, United States. The firm has 9 investment adviser representatives and manages approximately $430,425,208 in regulatory assets under management. Wick Capital Partners, LLC provides financial planning, pension consulting, and portfolio management for individuals. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals.
Wick Capital Partners, LLC

150 N. RADNOR CHESTER ROAD

WAYNE, PA 19087

$430.43M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Sachais’s Registration & Firm History

PA

02/07/2022 - Present

Wick Capital Partners, LLC (WAYNE PA)

CA

10/01/2015 - 11/18/2015

AXA ADVISORS, LLC (LOS ANGELES CA)

NY

12/04/2013 - 01/17/2014

WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/09/2013

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Blake Sachais.
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