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Daniel A

Series 66

Hendersonville, NC

Foundations Investment Advisors LLC

Daniel Andreotta is a financial advisor with Foundations Investment Advisors LLC in Hendersonville, NC, holding a Series 66 designation and four years of industry experience. He has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is also active as a church musician. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for around 29,615 clients through nearly 300 advisers. The firm serves individuals, trusts, estates, and registered investment companies, providing portfolio management, financial planning, and retirement-plan support with a variety of investment products and affiliated service networks.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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