Wyatt Andreoli

GREAT DIAMOND PARTNERS

Portland, ME 04101

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CRD#: 6505207

Professional summary

Wyatt Andreoli, who also goes by Wyatt Todd Andreoli, is a registered financial advisor currently at GREAT DIAMOND PARTNERS, LLC located in Portland, Maine.

Wyatt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Wyatt has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wyatt Todd Andreoli

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wyatt Andreoli'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®

None

Experience

Current

April 27, 2021 - Present

GREAT DIAMOND PARTNERS, LLC

Office #1: 22 Monument Square Suite 300, Portland, ME 04101

RIA

CRD#: 299598

Portland, ME

Past

February 25, 2019 - April 19, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOSTON, MA

Past

January 22, 2019 - April 19, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOSTON, MA

Past

January 18, 2018 - December 14, 2018

SANTANDER SECURITIES LLC

CRD#: 41791

BOSTON, MA

Past

July 15, 2016 - May 4, 2017

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHANDLER, AZ

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".

GREAT DIAMOND PARTNERS, LLC

GREAT DIAMOND PARTNERS | PROJECT PORTLAND | GREAT DIAMOND PARTNERS, LLC | GREAT DIAMOND PARTNERS LLC

CRD#: 299598 / SEC#: 801-115058

RIA

Registered Investment Advisory firm - (5/9/2019 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

Maine
(4/27/2021)

IAR

Texas
(11/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/25/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/29/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/22/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/15/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREAT DIAMOND PARTNERS, LLC

GREAT DIAMOND PARTNERS | PROJECT PORTLAND | GREAT DIAMOND PARTNERS, LLC | GREAT DIAMOND PARTNERS LLC

CRD#: 299598 / SEC#: 801-115058

RIA

Registered Investment Advisory firm - (5/9/2019 Approved)

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Contact information

Main Address

22 Monument Square Suite 300, Portland, ME 04101

Mailing Address

Phone number

(207) 274-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREAT DIAMOND PARTNERS LLC (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,618
AUM (Assets Under Management)	$ 613,396,493

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.

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Advisor Monitoring

Firm Stability Insights

Wyatt Andreoli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wyatt Andreoli's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

SANTANDER SECURITIES LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

GREAT DIAMOND PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/25/2019

Series 63

Date: 7/29/2016

Series 7TO

Date: 1/22/2019

SIE

Date: 10/1/2018

Series 6

Date: 7/15/2016

Current Firm

GREAT DIAMOND PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREAT DIAMOND PARTNERS, LLC

TRUST BUT VERIFY

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