Andrew David Vernazza

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 05/2022
  Ferris Capital, Llc
  Marlborough, MA
• 05/2022 → Present
  Creative Planning, Llc
  Southborough, MA

Previous Registrations

• 2014-05-19 → 2022-06-21
  Ferris Capital, Llc
  Southborough, MA
• 2009-08-10 → 2012-10-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Westborough, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2001-05-30