Wyatt
Andreoli
Great Diamond Partners, LLC
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About this Advisor
Wyatt Andreoli is a financial advisor based in Portland, Maine with 2 years of industry experience. Andreoli is an employee of Great Diamond Partners, LLC. Throughout their career, they have worked at Northwestern Mutual, Sumo Maya, Mission At Minder Binder, Eastman Hill Stock Farm, Beat Da' Wrap, None, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Santander Bank Na, Santander Securities LLC, Mass Mutual, Wells Fargo Clearing Services LLC and Great Diamond Partners, LLC. Andreoli holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Maine. Great Diamond Partners, LLC is a business that has its headquarters in Portland, ME. It handles $541 million in assets between its 1,475 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 1,475 client accounts, 40% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Great Diamond Partners, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fees typically are based on which service is offered. Fee types billed by Great Diamond Partners, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Diamond Partners, LLC Brokerage Details
$540,784,152
9
1,475
$366,633
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Wyatt Andreoli Work History
Wyatt has been registered as a financial advisor for 2 years.*
Great Diamond Partners, LLC
Wells Fargo Clearing Services LLC
Santander Bank Na
Santander Securities LLC
Wells Fargo Clearing Services LLC
Mass Mutual
None
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
Northwestern Mutual
Sumo Maya
Mission At Minder Binder
Eastman Hill Stock Farm
None
None
Beat Da' Wrap
None
None
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wyatt Andreoli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Diamond Partners, LLC
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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