Wyatt Andreoli

Employer firm

Great Diamond Partners, LLC CRD 299598

$804M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• BUSINESS TRANSITION PLANNING

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

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

Current Employers

Employment History

• 05/2016 → 04/2017
  Penn Mutual Life Insurance Co
  Horsham, PA
• 06/2016 → 05/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 01/2018 → 12/2018
  Santander Bank Na
  Boston, MA
• 01/2018 → 12/2018
  Santander Securities Llc
  Dorchester, MA
• 05/2017 → 08/2017
  Mass Mutual
  Scottsdale, AZ
• 08/2017 → 01/2018
  None
  Lovell, ME
• 12/2018 → 04/2021
  Wells Fargo Clearing Services Llc
  Boston, MA
• 02/2019 → 04/2021
  Wells Fargo Clearing Services Llc
  Boston, MA
• 04/2021 → Present
  Great Diamond Partners, Llc
  Portland, ME

Previous Registrations

• 2019-02-25 → 2021-04-19
  Wells Fargo Clearing Services, Llc
  Boston, MA
  Lovell, ME

Other Businesses

10/2024 Independent Licensed insurance Agent; Investment Related; Portland, Maine; Fixed Life Insurance

Exams

• S66 Uniform Combined State Law Examination
  2019-02-25
• S63 Uniform Securities Agent State Law Examination
  2016-07-29

Other Names

• Wyatt Todd Andreoli