Eileen Bridget Vitarelle

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2014 → 11/2016
  Wells Fargo Advisors Llc
  Albany, NY
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Albany, NY
• 10/2018 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2018 → Present
  Peridot Wealth Partners, Llc
  Rexford, NY

Previous Registrations

• 2014-07-09 → 2018-10-10
  Wells Fargo Clearing Services, Llc
  Albany, NY

Other Businesses

1. Owner, Peridot Wealth Partners, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 06/27/2018; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 06/27/2018; Approximately less than 1% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  1998-06-15

Other Names

• Eileen Enright