Andrew Deluca (CRD# 7810012) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keenan Financial | Boston, MA | Sep 2023 - Current | < 1 |
| The Colony Group | Bethesda, MD | Jan 2023 - Jul 2023 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Sep 2022 - Dec 2022 | < 1 |
| Eureka Casino | Seabrook, NH | Jun 2022 - Sep 2022 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Sep 2021 - May 2022 | < 1 |
| Northern Essex Community College | Haverhill, MA | Apr 2021 - Aug 2021 | < 1 |
| Td Bank North | Haverhill, MA | May 2020 - Mar 2021 | < 1 |
| Northern Essex Community College | Haverhill, MA | Sep 2019 - Apr 2020 | < 1 |
| Haverhill Highschool | Haverhill, MA | Sep 2018 - Aug 2019 | < 1 |
| Haverhill Country Club | Haverhill, MA | May 2018 - Aug 2018 | < 1 |
| Haverhill Highschool | Haverhill, MA | Sep 2015 - Apr 2018 | 2 |
| Hunking Middle School | Haverhill, MA | Sep 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- MA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts1,096ACCOUNTS
-
Average Account Value$93,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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