Andrew Bonetti
Andrew Bonetti is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Westborough, MA, with 14 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 West Park Dr Ste 150, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew operates under the DBA CCR Wealth Management, providing financial services, and also works as a Certified Financial Planner. He is also a board member for Baypath Humane Society, a notary public, and refers clients to First Republic Bank for student loan refinancing.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
Shepherd Kaplan LLC
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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