Andrea Vaioli, financial advisor Syracuse NY
93 score

Andrea Vaioli

CRD Number: 5318774
Current Firm: Advice And Planning Services

Andrea Vaioli (CRD# 5318774) is an Investment Advisor Representative working at Advice And Planning Services in Syracuse, NY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Syracuse, NY Dec 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Syracuse, NY Dec 2014 - Current 2
Metlife Securities Johnson City, NY Jun 2014 - Dec 2014 < 1
M&t Securities, Inc. Corning, NY Apr 2010 - Jun 2014 4
Sprint Wireless Johnson City, NY Nov 2009 - Apr 2010 < 1
Unemployed Endicott, NY May 2009 - Nov 2009 < 1
Wachovia Securities, LLC Vestal, NY Mar 2007 - May 2009 2
Hsbc Vestal, NY May 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Andrea N. Vaioli
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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