Andrea Lynn Anastasio
Investment adviser representative at Advisory Solutions Group
11 yearsExperience
1 stateRegistered in
$408.4MFirm assets
Under 1 yearFirm 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
11 years in the industry.
- True North Wealth Advisors LLCSep 2026 to now
- Advisory Solutions Group dba True North Wealth AdvisorsJun 2026 to now
- Advisory Solutions GroupMay 2026 to now
- Cs Planning CorpJun 2025 to Apr 2026
- UnemployedJan 2024 to May 2025
- MML Distributors, LLCJul 2023 to Dec 2023
- MassmutualJul 2021 to Dec 2023
- State Street Investment ManagementApr 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Advisory Solutions Group
Legal name: Advisory Solutions Group, LLC
$408.4MAssets managed
807Clients
42Advisers
Under 1 yearIn 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
- 7529668
- Firm CRD
- 339919