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Andrew Wilson Tornetta

17 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
76 clients
Average Client Portfolio
$1.8B average
Assets Under Management
$137.8B
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Location

690 Lee Road, Wayne, PA, 19087

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History

Regulatory History (2)
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Financial
September 2020
Final
Financial
August 2020
Final
Employment History
Current Registrations
Hartford Funds
April 2023 - Present · 2 yrs 10 mos
Hartford Funds Distributors, LLCBroker
April 2023 - Present · 2 yrs 10 mos
Hartford Funds Distributors, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Franklin Distributors, LLCBroker
May 2022 - March 2023 · 10 mos
Citizens Investment Services
March 2021 - June 2021 · 3 mos
Citizens Securities, INC.Broker
January 2021 - June 2021 · 5 mos
Proequities, INC.Broker
January 2018 - February 2020 · 2 yrs 1 mo
Incapital LLCBroker
September 2014 - September 2017 · 3 yrs
Incapital Distributors LLCBroker
September 2014 - September 2017 · 3 yrs
Prudential Annuities Distributors, INCBroker
April 2008 - August 2014 · 6 yrs 4 mos
Lincoln Investment Planning, INC.Broker
April 2007 - February 2008 · 10 mos
Thrivent Investment Management INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
State Registrations8 states
CADCDEMDNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.