Amy Pasquarelli, financial advisor Danvers MA

Amy Pasquarelli

CRD Number: 6181846
Current Firm: People's United Advisors, Inc.

Amy Pasquarelli (CRD# 6181846) is an Investment Advisor Representative working at People's United Advisors, Inc. in Danvers, MA and has over 8 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Peoples United Advisors, Inc. Danvers, MA Oct 2019 - Current 2
People's Securities, Inc. Danvers, MA Apr 2013 - Current 8
People's United Bank Beverly, MA Aug 2008 - Sep 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Amy C. Pasquarelli
Phone Number: 646-971-2505
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    9,258
    MILLIONS
  • Total Number of Accounts
    10,773
    ACCOUNTS
  • Average Account Value
    $859,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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