DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Andrew Thomas Nigrelli

Connective Wealth Partners, LLCindependent RIAWeston, Ma IA-onlyIAPD 4431908

Feed of 09/14/2026

Also filed as Andrew Thomas Nigrelli

At current firm

1 y

since May 29, 2025

In the industry

23 y

since Nov 12, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Presidentreportedfinancialgym.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/andrew-nigrelli-b918b151reportedfinancialgym.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Connective Wealth Partners, LLC independent RIA current
since May 29, 2025 · Weston, Ma
401 Financial state registered
Jan 23, 2025 to Jun 5, 2025 · Weston, Ma
Cwm, LLC BD affiliated
Nov 13, 2019 to Jan 25, 2023 · Norwell, Ma
Northeast Planning Associates, Inc. independent RIA
Aug 1, 2012 to Nov 6, 2019 · Woburn, Ma
Pegaesus Advisors, Inc. former
Jan 12, 2012 to Nov 23, 2015 · Waltham, Ma
Northeast Planning Associates, Inc. independent RIA
Apr 25, 2008 to Dec 12, 2011 · Boston, Ma
LPL Financial LLC BD affiliated
Jan 29, 2008 to Aug 2, 2019 · Bedford, Nh
Ameriprise Financial Services, LLC national BD
Oct 3, 2006 to Jan 28, 2008 · Newburyport, Ma

Moves

a registration end followed by a registration begin elsewhere

401 Financial to Connective Wealth Partners, LLC
left Jun 5, 2025, registered May 29, 2025 (-7 days) · Other
Cwm, LLC to 401 Financial
left Jan 25, 2023, registered Jan 23, 2025 (729 days) · Affiliated broker-dealer or bank to a state-registered adviser
Northeast Planning Associates, Inc. to Cwm, LLC
left Nov 6, 2019, registered Nov 13, 2019 (7 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Northeast Planning Associates, Inc.
left Aug 2, 2019, registered Apr 25, 2008 (-4116 days) · Other
Pegaesus Advisors, Inc. to Northeast Planning Associates, Inc.
left Nov 23, 2015, registered Aug 1, 2012 (-1209 days) · Other
Northeast Planning Associates, Inc. to Pegaesus Advisors, Inc.
left Dec 12, 2011, registered Jan 12, 2012 (31 days) · Other
Ameriprise Financial Services, LLC to LPL Financial LLC
left Jan 28, 2008, registered Jan 29, 2008 (1 days) · Other

Signals

Andrew Thomas Nigrelli left 401 Financial for Connective Wealth Partners, Llc (registered 2025-05-29)
Jun 5, 2025 · Advisor changed firm · fact
Andrew Thomas Nigrelli left Cwm, Llc for 401 Financial (registered 2025-01-23)
Jan 25, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address