Wooster Square Advisors, a New Haven-based investment management firm offering affluent families, business owners, and professionals a premium client experience with proven and sophisticated financial planning, has appointed Francis “Frank” McGrail to lead the firm’s newly founded Wooster Square Partners focused on recruiting growth-minded advisors.

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."

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."

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."

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."

*Assets under administration, as of Jan. 30, 2023