Andrew Nadeau

Financial Consultant, CFP®

At Salem Five Investment Services

Andrew has been a member of the Salem Five Investment Services team for over six years. Andrew currently oversees all financial planning and investment due diligence for Salem Five Investment Services as well as providing financial advice to a wide range of businesses and individuals. As a Certified Financial Planner, Andrew is a firm believer that every situation is different and strives to manage wealth in that manner by focusing on the goals and objectives first. This allows Andrew to craft a custom plan to best align to the needs of the client.

Before Joining Salem Five Investment Services

Prior to joining Salem Five, Andrew worked for a single family investment office in the greater Boston area.

Education

  • Endicott College – BA in Finance 2005-2009

Credentials

FINRA Series 6, 7, 63, and 66 held through LPL Financial
Financial Life and Health Insurance Licenses
CERTIFIED FINANCIAL PLANNER

Personal

Andrew is a Certified Financial Planner™ and received his bachelor’s degree in Financial Management from Endicott College in Beverly, MA. Andrew resides in historic Salem, MA with his wife Alyssa and dog Baxter.

Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank.

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Investment Services. 
 

Not Insured by FDIC or Any
Other Government Agency
Not Bank
Guaranteed
Not Bank Deposits
or Obligations
May Lose
Value


The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI.