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AA

Andrea L. Anastasio

ADVISORY SOLUTIONS GROUP
BOSTON, MA
CRD#: 7529668
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AA
Andrea Lynn AnastasioADVISORY SOLUTIONS GROUP

Professional summary

Andrea Lynn Anastasio, who also goes by Andrea Anastasio, is a registered financial advisor currently at ADVISORY SOLUTIONS GROUP located in Boston, Massachusetts.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrea has worked at 3 firms and has passed the Series 65, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrea Anastasio

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 Andrea Lynn Anastasio'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

May 11, 2026 - Present

ADVISORY SOLUTIONS GROUP

RIA
CRD#: 339919
BOSTON, MA
Past

July 10, 2025 - June 2, 2026

CS PLANNING CORP

RIA
CRD#: 149937
Boston, MA
Past

July 18, 2023 - December 18, 2023

MML DISTRIBUTORS, LLC

BD
CRD#: 38030
Boston, MA

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
(5/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/18/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/1/2023
General Securities Principal Examination

Current Firm

AS
ADVISORY SOLUTIONS GROUP
ADVISORY SOLUTIONS GROUP | ADVISORY SOLUTIONS GROUP, LLC

CRD#: 339919 / SEC#: 801-135130

RIA
Registered Investment Advisory firm - (1/8/2026 120-Day Approval)
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Contact information

Main Address
505 N Hwy 169, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY SOLUTIONS GROUP, LLC ADV 2A BROCHURE 12.09.2025 (12/9/2025)

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

ADVISORY SOLUTIONS GROUP

CRD#: 339919Boston, MA

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