Wyatt Andreoli (CRD# 6505207) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 7 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Great Diamond Partners, LLC | Portland, ME | Apr 2021 - Current | 3 |
Wells Fargo Clearing Services LLC | Boston, MA | Feb 2019 - Apr 2021 | 2 |
Wells Fargo Clearing Services LLC | Boston, MA | Dec 2018 - Apr 2021 | 2 |
Santander Bank Na | Boston, MA | Jan 2018 - Dec 2018 | < 1 |
Santander Securities LLC | Dorchester, MA | Jan 2018 - Dec 2018 | < 1 |
None | Lovell, ME | Aug 2017 - Jan 2018 | < 1 |
Mass Mutual | Scottsdale, AZ | May 2017 - Aug 2017 | < 1 |
Hornor Townsend & Kent Inc. | Horsham, PA | Jun 2016 - May 2017 | < 1 |
Penn Mutual Life Insurance Co | Horsham, PA | May 2016 - Apr 2017 | < 1 |
Northwestern Mutual | Phoenix, AZ | May 2015 - Apr 2016 | < 1 |
Sumo Maya | Scottsdale, AZ | Feb 2015 - May 2015 | < 1 |
None | Tempe, AZ | Dec 2014 - Feb 2015 | < 1 |
Mission At Minder Binder | Tempe, AZ | Oct 2014 - Dec 2014 | < 1 |
None | Tempe, AZ | Aug 2014 - Oct 2014 | < 1 |
Eastman Hill Stock Farm | Lovell, ME | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2016 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- ME
- TX
-
Total Assets Under Management649MILLIONS
-
Total Number of Accounts1,619ACCOUNTS
-
Average Account Value$400,941
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, FL, MA, ME, NH, TX
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