DC
DC

David Andrew Cassese

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M
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Location

5579 Pearl Road, Suite 100, Parma, OH, 44129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is a CPA providing business consulting, financial statement preparation, tax preparation, accounting, and tax services, dedicating nearly full-time hours to this. He is also an insurance agent selling various insurance products, and owns IC Products LLC, an ice cream tech and equipment business, taking about a quarter of his time.

Employment History
Current Registrations
Independence Capital CO., INC.
February 2016 - Present · 10 yrs
Independence Capital CO., INC.Broker
December 2005 - Present · 20 yrs 2 mos
Independence Capital CO., INC.
December 2005 - Present · 20 yrs 2 mos
Previous Registrations
Legacy Financial Services, INC.Broker
June 2004 - December 2005 · 1 yr 6 mos
Signator Investors, INC.Broker
July 2001 - February 2004 · 2 yrs 7 mos
Independence Capital CO., INC.Broker
January 2001 - May 2001 · 4 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.