RC
CFP
RC
CFP

Ruth Chicca

7 Years of Experience
New Bedford, MA

Ruth Chicca is a CFP-designated registered investment advisor at Apricity Financial, LLC, based in New Bedford, MA, with 7 years of industry experience. Ruth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 63 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$108.8M
Loading...

Location

New Bedford, MA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Ruth works full-time as an Investment Advisor Representative (IAR) through Kestra Advisory Services, LLC. She also works full-time as a Registered Representative (RR) through Kestra Investment Services.

Employment History
Current Registrations
Apricity Financial, LLC
December 2025 - Present · 5 mos
Previous Registrations
Kestra Advisory Services, LLC
July 2023 - August 2025 · 2 yrs 1 mo
Kestra Investment Services, LLCBroker
June 2023 - August 2025 · 2 yrs 2 mos
Lincoln Investment
September 2022 - June 2023 · 9 mos
Lincoln InvestmentBroker
September 2022 - June 2023 · 9 mos
LPL Financial LLC
June 2021 - August 2022 · 1 yr 2 mos
LPL Financial LLCBroker
June 2021 - August 2022 · 1 yr 2 mos
Santander Securities
November 2019 - December 2020 · 1 yr 1 mo
Santander Securities LLCBroker
October 2019 - December 2020 · 1 yr 2 mos
MML Investors Services, LLC
April 2018 - October 2019 · 1 yr 6 mos
MML Investors Services, LLCBroker
October 2017 - October 2019 · 2 yrs
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ruth Chicca - Financial Advisor | TrueAdvisor