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Andrea Elizabeth Hottleman

Osaic Wealth, Inc.

Mansfield, MA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2017-04-19
MA RA APPROVED 2011-12-08
  • NH RA
    APPROVED
    Since 2017-04-19
  • MA RA
    APPROVED
    Since 2011-12-08

Branch Locations

800 South Main Street Suite 105A, Mansfield, MA 02048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Alliance Associates, Inc. Norwood MA 06/2007 Present
Pavento Ratcliffe Renzi Co Llc Franklin MA 09/2008 08/2020
Melissa Gilroy Cpa Westwood MA 09/2021 Present
  • 06/2007 → Present
    Royal Alliance Associates, Inc.
    Norwood, MA
  • 09/2008 → 08/2020
    Pavento Ratcliffe Renzi Co Llc
    Franklin, MA
  • 09/2021 → Present
    Melissa Gilroy Cpa
    Westwood, MA
Other Businesses

1. MELISSA GILROY CPA POSITION: Audit Manager NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2020 ADDRESS: 80 Greenacre Rd, Westwood MA 02090, United States DESCRIPTION: Auditing, tax preparation 2. ANDREA HOTTLEMAN POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: 15 Lincoln Rd, Mansfield MA 02048, United States DESCRIPTION: Preparation of approximately 50 tax returns for clients related to Hottleman and Associates Bookkeeping for 5 clients 3. D/B/A HOTTLEMAN AND ASSOCIATES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/01/2008 ADDRESS: 800 South Main Street, Suite 105A, Mansfield MA 02048, United States DESCRIPTION: Provide financial advisory and wealth management services for individuals and families 4. I AM A CONTRACTOR OF PAVENTO, RATCLIFFE, RENZI & CO LLC POSITION: Other - Accountant NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2021 ADDRESS: 391 East Central Street, Unit 8A, Franklin MA 02038, United States DESCRIPTION: Work at a public accounting firm preparing individual tax returns during tax season

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-28
S63 Uniform Securities Agent State Law Examination 2007-09-21
  • S65 Uniform Investment Adviser Law Examination
    2009-12-28
  • S63 Uniform Securities Agent State Law Examination
    2007-09-21
Other Names
  • Andrea Pyne

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