This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CX INSTITUTIONAL, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 23, 2016

First registration

Feb 3, 2021

Dual registered

no

Other names

Nick D'Andrea|NICHOLAS ANDREW D'ANDREA|NICHOLAS ANDREW D ANDREA

IAPD individual key

6664201

• Occurred

  Feb 20, 2026
  Advisor changed firm

  Nicholas Andrew D'Andrea left Bartlett & Co. Wealth Management Llc for Cx Institutional, Llc (registered 2026-01-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fcb1d9c6-80f2-d8a4-89cd-420440afb425

First observed

Feb 3, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.