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AN

Andrew T. Nigrelli

CONNECTIVE WEALTH PARTNERS
WESTON, MA
Some features on this profile are disabled
CRD#: 4431908
AN

Professional summary

Andrew Thomas Nigrelli, AIF®, who also goes by Andrew Nigrelli, is a registered financial advisor currently at CONNECTIVE WEALTH PARTNERS, LLC located in Weston, Massachusetts.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Andrew has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew Nigrelli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 11/13/2019: Carson Wealth - DBA for CWM, LLC -Investment Related - At Reported Business Location(s) (2) 10/21/2016: JAN Ventures, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 262 Winter Street, Weston MA 02493 - Start 10/02/2016 - 0 Hr/Mo - for passive investment purposes into a turnkey asset management firm called 55 Capital Partners. There are no revenues right now. 3) 10/21/2016 - JAN Ventures, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date 10/02/2016 - 0 Hours Per Month/0 During Securities Trading. 4) 02/06/2018 - JAN Ventures, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date 02/02/2018 - 0 Hours Per Month/0 During Securities Trading. 5) Coskata Capital, LLC - Investment related - Home Based - Business Entity for Tax/Investment Purposes Only - 0 Hours Per Month Securities trading 6) Slingshot Investment Group, LLC - Home Based - Business Entity for Tax/Investment Purposes Only - 0 Hours Per Month Securities trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Nigrelli's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

Experience

Current

May 29, 2025 - Present

CONNECTIVE WEALTH PARTNERS, LLC

RIA
CRD#: 335624
WESTON, MA
Past

January 23, 2025 - June 5, 2025

401 FINANCIAL

RIA
CRD#: 321902
WESTON, MA
Past

November 13, 2019 - January 25, 2023

CWM, LLC

RIA
CRD#: 155344
Norwell, MA
Past

August 1, 2012 - November 6, 2019

NORTHEAST PLANNING ASSOCIATES, INC.

RIA
CRD#: 131406
WOBURN, MA
Past

January 12, 2012 - November 23, 2015

PEGAESUS ADVISORS

RIA
CRD#: 128443
WALTHAM, MA
Past

April 25, 2008 - December 12, 2011

NORTHEAST PLANNING ASSOCIATES, INC.

RIA
CRD#: 131406
BOSTON, MA
Past

January 29, 2008 - August 2, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
WALTHAM, MA
Past

January 25, 2008 - November 6, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
WALTHAM, MA
Past

October 3, 2006 - January 28, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
NEWBURYPORT, MA
Past

August 22, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 22, 2002 - January 28, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
NEWBURYPORT, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONNECTIVE WEALTH PARTNERS, LLC
CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624 / SEC#: 801-132738

RIA
Registered Investment Advisory firm - (5/7/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(5/29/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/12/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2002
General Securities Representative Examination

Current Firm

CW
CONNECTIVE WEALTH PARTNERS, LLC
CONNECTIVE WEALTH PARTNERS | THE FINANCIAL GYM | CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624 / SEC#: 801-132738

RIA
Registered Investment Advisory firm - (5/7/2025 Approved)
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Contact information

Main Address
205 Hudson Street, New York, NY 10013
Mailing Address
Phone number
(603) 498-1854
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONNECTIVE WEALTH PARTNERS LLC DISCLOSURE BROCHURE (10/14/2025)

Regulatory assets under management

Total Number of Accounts576
AUM (Assets Under Management)$ 36,656,856

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CONNECTIVE WEALTH PARTNERS, LLC

CRD#: 335624Weston, MA

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