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Wealth Advisory Firm with $250 Million in Assets Under Administration Joins Cetera

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that the advisors of Wooster Square Advisors joined Cetera Advisor Networks via Cetera Wealth Partners.

Led by managing partner and wealth manager Brett Amendola, Wooster Square manages approximately $250 million in assets under administration, as of Jan. 30, 2023, and was previously affiliated with Park Avenue Securities.

Wooster Square’s veteran team of six professionals brings a combined 150 years of financial services experience to its wealth management process. Located in New Haven, Connecticut, Wooster Square serves the local small business community, legal professionals, and clients in the higher education and medical fields.

“Cetera Wealth Partners is a welcome home for advisors who, like us, are driven to deliver a premium client experience with cutting-edge advice and sophisticated planning strategies,” Amendola said. “With Cetera’s industry-leading technology, a broad product and platform suite, and a clear vision for our practice, Cetera is the right partner for our business and our clients. In addition, Cetera embraces the importance of independence in an advice-based relationship, and we look forward to accelerating our growth and better serving clients together for years to come.”

Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, as of Dec. 31, 2022.

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