Brett Amendola (CRD# 2160647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Haven, CT and has over 28 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
Wooster Square Advisors, LLC | New Haven, CT | Feb 2023 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Feb 2023 - Current | 1 |
Guardian Life Insurance Company | New Haven, CT | Nov 2019 - Feb 2023 | 3 |
Park Avenue Securities | New Haven, CT | Nov 2019 - Feb 2023 | 3 |
Guardian Life Ins Co | Madison, CT | Jul 2012 - Oct 2019 | 7 |
Park Avenue Securities | Madision, CT | Jul 2012 - Oct 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1996 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CT
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Total Assets Under Management33,356MILLIONS
-
Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- 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)
- Educational seminars/workshops
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