AA
Andrea L. Anastasio
ADVISORY SOLUTIONS GROUP
BOSTON, MA
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CRD#: 7529668
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.
At a Glance
Always Fiduciary
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.
1) On a temporary and transitional basis, Ms. Anastasio will be dually registered with Advisory Solutions Group (CRD# 339919) and True North Wealth Advisors LLC (CRD# 344267) (“TNWA”) as an investment advisor representative. Business is conducted from Boston, MA 02110. Following the transition of clients from Advisory Solutions Group to TNWA, this dual affiliation will cease.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Lynn Anastasio's 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®
NoneExperience
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
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".
AS
ADVISORY SOLUTIONS GROUP
ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT | ADVISORY SOLUTIONS GROUP, LLC
CRD#: 339919 / SEC#: 801-135130
RIA
Registered Investment Advisory firm - (1/8/2026 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(5/11/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 7/18/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AS
ADVISORY SOLUTIONS GROUP
ADVISORY SOLUTIONS GROUP | WEALTH EVOLUTION GROUP | WEALTH & INCOME SOLUTIONS | TRUE NORTH WEALTH ADVISORS | THAYER & CO TOTAL WEALTH MANAGEMENT | SELTUN FINANCIAL GROUP | SC FINANCIAL | RENEE REKSC & ASSOCIATES | OAK & VINE WEALTH MANAGEMENT | NSR RETIREMENT & FINANCIAL SERVICES | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MATT FEVOLA WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FOCUSPOINT SOLUTIONS | CULTIVANT | ADVISORY SOLUTIONS GROUP, LLC
CRD#: 339919 / SEC#: 801-135130
RIA
Registered Investment Advisory firm - (1/8/2026 Approved)Loading...
Contact information
Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,062 |
| AUM (Assets Under Management) | $ 408,369,935 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
