Jay Anthony Czarapata

Employer firm

Fiducient Advisors LLC CRD 106720

$97.5B regulatory AUM 884 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-06-26

WI RA
APPROVED

Since 2026-06-26

Branch Locations

500 W. Madison Street, Suite 3260, Chicago, IL 60661 • United States

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2021-01-04

WI RA
APPROVED

Since 2021-01-04

Branch Locations

330 E Kilbourn Ave Suite 1219, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealthspire Advisors	Milwaukee	WI	05/2013	Present
Wealthspire Capital, Llc	Milwaukee	WI	12/2015	06/2020

05/2013 → Present

Wealthspire Advisors

Milwaukee, WI
12/2015 → 06/2020

Wealthspire Capital, Llc

Milwaukee, WI

Previous Registrations

2013-06-13 → 2020-12-31

Wealthspire Advisors

Milwaukee, WI

Milwaukee, WI
2011-11-11 → 2013-07-08

Baker Tilly Investment Advisors

Madison, WI
2006-04-18 → 2011-11-14

Sva Wealth Management, Inc.

Madison, WI

Brookfield, WI
2004-06-15 → 2006-03-08

Deloitte Investment Advisors Llc

Milwaukee, WI

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-06-27
S66	Uniform Combined State Law Examination	2004-05-20

S63 Uniform Securities Agent State Law Examination

2012-06-27
S66 Uniform Combined State Law Examination

2004-05-20

Designations

Certified Financial Planner

Other Names

Jay A Czarapata

View on SEC IAPD