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# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
| 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 |
| None | Waltham, MA | Oct 2013 - May 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.