David Wayne Ficarra
Investment adviser representative at Discipline Wealth Solutions, Inc.
35 yearsExperience
1 stateRegistered in
$746.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Discipline Wealth Solutions, Inc.Oct 2024 to now
- Tax Solutions Consultants, LLCMay 2018 to now
- David FicarraJan 1991 to now
- Cpr Financial Group LLCFeb 2017 to Oct 2024
- Cpr InvestmentsFeb 2017 to Oct 2024
- Capital Markets Iq, LLCMar 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Discipline Wealth Solutions, Inc.
$746.7MAssets managed
1,946Clients
19Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2302076
- Firm CRD
- 315846