Amy PasquarelliCRD 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.
Prosperity Wealth Management, Inc.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management9,258MILLIONS
Total Number of Accounts10,773ACCOUNTS
Average Account Value$859,393
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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