In the News
Wealth Advisory Firm with $250 Million in Assets Under Administration Joins Cetera
The DI Wire: "The six-member team of Wooster Square Advisors, led by Brett Amendola, has affiliated with Cetera Advisor Networks via Cetera Wealth Partners. Wooster Square Advisors manages about $250 million in assets under administration, serving small businesses, legal professionals, and clients in higher education and medical fields in New Haven, Connecticut."
Cetera Nabs $250M FA Team from Park Avenue Securities
Financial Advisor IQ: "Cetera has announced that Wooster Square Advisors has affiliated with them via Cetera Wealth Partners. The Wooster team brings a combined 150 years of experience and was previously affiliated with Park Avenue Securities, managing about $250 million in assets under administration. Cetera reported a record $13 billion in organic assets under administration in 2022, with more than 8,000 financial professionals overseeing $322 billion in assets under administration and $115 billion in assets under management."
Wooster Square Advisors Affiliates with Cetera Advisor Networks
New Haven Biz: "Wooster Square Advisors has affiliated with Cetera Advisor Networks, a division of Cetera Financial Group, citing Cetera's technology, product suite, and vision for their practice. Wooster Square previously managed $250 million in assets under administration and was affiliated with Park Avenue Securities. Cetera affiliates recruited a record $13 billion in assets under administration last year."
New Haven Team Joins Cetera Advisor Networks With $250M AUM
FA Mag: "Wooster Square Advisors has teamed up with Cetera Wealth Partners and joined Cetera Advisor Networks. The Connecticut-based team, led by Brett Amendola, brings a combined 150 years of experience serving families, business owners, and professionals. This move comes after Cetera communities recruited a record $13 billion in assets under administration last year."
Our Team
Our team is highly experienced, using time-tested strategies. And yet, we stay fresh in our execution. We invite you to put our elite experience to work for you.
About Us
For affluent families, business owners, and professionals, Wooster Square offers sophisticated, high-touch wealth management services and savvy advice.
Contact Us
If you’re ready to work with an elite firm to maximize your lifestyle, fill out our contact card, and get ready to embark on your premium client experience.