Andrew G Bonetti

Current Employers

Employment History

• 08/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 08/2016 → Present
  Ccr Wealth Management
  Westborough, MA
• 12/2018 → Present
  Andrew Bonetti Cfp
  Westborough, MA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-06-26 → 2016-07-26
  Shepherd Kaplan Llc
  Boston, MA

Other Businesses

1. DBA CCR WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 8/2016, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 2. NAME OF OTHER BUSINESS: BAYPATH HUMANE SOCIETY OF HOPKINTON ; INVESTMENT RELATED: NO ; ADDRESS: 500 LEGACY FARMS, HOPKINTON, MA 01748 ; NATURE OF BUSINESS: DOG AND CAT SHELTER ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP: MEMBER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: MEMBER OF THE BOARD OF DIRECTORS, FOCUSING ON FINANCE AND ACCOUNTING ; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARY PUBLIC; 4. NAME OF OTHER BUSINESS: ANDREW BONETTI CFP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CERTIFIED FINANCIAL PLANNER; START DATE: 12/2018; POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 5. NAME OF OTHER BUSINESS: FIRST REPUBLIC BANK; INVESTMENT RELATED: NO ADDRESS: 1 POST OFFICE SQUARE, BOSTON, MA; NATURE OF BUSINESS: STUDENT LOAN REFERRAL START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 0-1; APX NUMBER OF HOURS DURING TRADING HOURS: 0-1; BRIEF DESCRIPTION OF DUTIES: WORK WITH CLIENTS AND REFER THEM TO REFINANCE THEIR STUDENT LOANS FOR A LOWER RATE;

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-10-28
• S65 Uniform Investment Adviser Law Examination
  2012-06-25

Designations