Anna Nicastro (CRD# 4830067) is an Investment Advisor Representative working at Pension & Wealth Management Advisors in Waltham, MA and has over 19 years of experience in the finance industry. Anna Nicastro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pension & Wealth Management Advisors | Waltham, MA | Feb 2021 - Current | 3 |
| Northwestern Mutual Investment Services, LLC | Wellesley, MA | May 2007 - Feb 2021 | 13 |
| George Eisenberg | Wellesley, MA | Apr 2007 - Feb 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- MA
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Total Assets Under Management301MILLIONS
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Total Number of Accounts398ACCOUNTS
-
Average Account Value$756,929
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, FL, MA, NH, NJ, PA, TX
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