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FINCERA

NEW YORK, NY · CRD 312342 · IAPD ↗ · fincera.com · (917) 804-6422

$0Regulatory AUM
1Advisory reps
1Employees
5Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — FINCERA (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.