Anthony Casagrande is a registered investment advisor, based in Melville, NY, with 27 years of industry experience.
Location
Melville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is involved in numerous rental property ownership and management companies, dedicating minimal time to each. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, and an owner/partner at Koval & Casagrande C.P.A.'s PLLC, spending about 10-20% of his time on tax and accounting services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations34 states
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