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Wyatt Andreoli

Great Diamond Partners, LLC

Portland, ME

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Current Employers
Great Diamond Partners, Llc

22 Monument Square Suite 300, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-10
ME RA APPROVED 2021-04-27
  • TX RA
    APPROVED_RES
    Since 2023-11-10
  • ME RA
    APPROVED
    Since 2021-04-27

Branch Locations

22 Monument Square Suite 300, Portland, ME 04101 • 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
Penn Mutual Life Insurance Co Horsham PA 05/2016 04/2017
Hornor Townsend & Kent Inc Horsham PA 06/2016 05/2017
Santander Bank Na Boston MA 01/2018 12/2018
Santander Securities Llc Dorchester MA 01/2018 12/2018
Mass Mutual Scottsdale AZ 05/2017 08/2017
None Lovell ME 08/2017 01/2018
Wells Fargo Clearing Services Llc Boston MA 12/2018 04/2021
Wells Fargo Clearing Services Llc Boston MA 02/2019 04/2021
Great Diamond Partners, Llc Portland ME 04/2021 Present
  • 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
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-25
S63 Uniform Securities Agent State Law Examination 2016-07-29
  • S66 Uniform Combined State Law Examination
    2019-02-25
  • S63 Uniform Securities Agent State Law Examination
    2016-07-29
Other Names
  • Wyatt Todd Andreoli

View on SEC IAPD

Other Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
HARBOR INVESTMENT ADVISORS
BIGELOW INVESTMENT ADVISORS, LLC
MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS
ANDREW THOMAS SCOTT

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME
MAINE SECURITIES CORPORATION · PORTLAND,, ME

More in Portland, ME

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