Andrea Migliaccio (CRD# 3157477) is an Investment Advisor Representative working at Santander Securities in Newington, CT and has over 16 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Santander Securities, LLC | Dorchester, MA | Nov 2022 - Current | 1 |
| Santander Bank, Na | Boston, MA | Dec 2018 - Current | 5 |
| Santander Securities, LLC | Dorchester, MA | Aug 2018 - Nov 2022 | 4 |
| Colchester Board Of Finance | Colchester, CT | Jan 2016 - Nov 2021 | 5 |
| Citizens Securities, Inc. | Manchester, CT | Mar 2017 - Dec 2018 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Colchester, CT | Oct 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- CT
-
Total Assets Under Management2,130MILLIONS
-
Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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