Wyatt Andreoli
Investment adviser representative at Great Diamond Partners, LLC
10 yearsExperience
2 statesRegistered in
$804.1MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Great Diamond Partners, LLCApr 2021 to now
- Wells Fargo Clearing Services LLCDec 2018 to Apr 2021
- Santander Bank NAJan 2018 to Dec 2018
- Santander Securities LLCJan 2018 to Dec 2018
- NoneAug 2017 to Jan 2018
- Mass MutualMay 2017 to Aug 2017
- Hornor Townsend & Kent IncJun 2016 to May 2017
- Penn Mutual Life Insurance CoMay 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Great Diamond Partners, LLC
$804.1MAssets managed
533Clients
8Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6505207
- Firm CRD
- 299598