Inactive

Andrea Lynn Anastasio

Advisory Solutions Group

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Current Employers

Advisory Solutions Group

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-05-11

MA RA
APPROVED

Since 2026-05-11

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Boston, MA • 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

Organization	City	State	From	To
Massmutual	Springfield	MA	07/2021	12/2023
Mml Distributors, Llc	Springfield	MA	05/2023	12/2023
State Street Global Advisors	Boston	MA	04/2015	06/2021
Cs Planning Corp.	Boston	MA	06/2025	04/2026
True North Wealth Advisors Llc	Boston	MA	05/2025	04/2026
Mspca Angell	Boston	MA	03/2022	04/2025
The American Fondouk	Boston	MA	04/2023	Present
Advisory Solutions Group	Boston	MA	05/2026	Present

07/2021 → 12/2023

Massmutual

Springfield, MA
05/2023 → 12/2023

Mml Distributors, Llc

Springfield, MA
04/2015 → 06/2021

State Street Global Advisors

Boston, MA
06/2025 → 04/2026

Cs Planning Corp.

Boston, MA
05/2025 → 04/2026

True North Wealth Advisors Llc

Boston, MA
03/2022 → 04/2025

Mspca Angell

Boston, MA
04/2023 → Present

The American Fondouk

Boston, MA
05/2026 → Present

Advisory Solutions Group

Boston, MA

Previous Registrations

2025-07-10 → 2026-06-02

Cs Planning Corp

Boston, MA

Portland, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-18

S65 Uniform Investment Adviser Law Examination

2025-04-18

Other Names

Andrea Lynn Anastasio
Andrea Anastasio

View on SEC IAPD

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