Brett M Amendola

Current Employers

Employment History

• 07/2012 → 10/2019
  Guardian Life Ins Co
  Madison, CT
• 07/2012 → 10/2019
  Park Avenue Securities
  Madision, CT
• 11/2019 → 02/2023
  Guardian Life Insurance Company
  New Haven, CT
• 11/2019 → 02/2023
  Park Avenue Securities
  New Haven, CT
• 02/2023 → Present
  Wooster Square Advisors, Llc
  New Haven, CT
• 02/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2016 → Present
  Aegis Benefits Consulting
  New Haven, CT
• 11/2024 → Present
  Wooster Square Partners Llc
  New Haven, CT

Previous Registrations

• 2012-09-11 → 2023-02-16
  Park Avenue Securities Llc
  New Haven, CT
  Madison, CT
  New York, NY
  Paramus, NJ
• 2010-08-03 → 2012-07-24
  Mml Investors Services, Llc
  Hamden, CT
• 2002-02-08 → 2010-07-07
  Msi Financial Services, Inc.
  Shelton, CT
  Shelton, CT
  Glastonbury, CT

Other Businesses

1. NAME OF OTHER BUSINESS: QUINNIPIAC UNIVERSITY BOARD OF TRUSTEES INVESTMENT RELATED: NO ADDRESS: 275 MOUNT CARMEL AVE HAMDEN, CT 06518 NATURE OF BUSINESS: TRUST BOARD FOR UNIVERSITY START DATE: 05/2020 POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER - CHAIR OF THE INVESTMENT COMMITTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PARTICIPATE IN AND CHAIR MEETING ON THE DIRECTION OF THE UNIVERSITY 2. NAME OF OTHER BUSINESS: WOOSTER SQUARE ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 9 BRIEF DESCRIPTION OF DUTIES: WORK DIRECTLY WITH CLIENTS AS A WEALTH MANAGER AND ASSIST OTHER ADVISORS WITH THEIR CLIENTS; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/15/1991; APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: AEGIS BENEFITS CONSULTING ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE DBA; START DATE: 007/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0.15; BRIEF DESCRIPTION OF DUTIES: INSURANCE DBA, SALE OF LIFE, HEALTH AND DISABILITY INSURANCE; 5. NAME OF OTHER BUSINESS: WOOSTER SQUARE PARTNERS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERIVCES; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, MANAGERIAL DUTIES, RECRUITMENT ;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-31
• S63 Uniform Securities Agent State Law Examination
  1996-02-29

Other Names

• Brett M Amendola
• Brett Matthew Amendola