Alex Casale is a registered investment advisor, based in Fairport, NY, with 15 years of industry experience.
Location
255 Woodcliff Drive, 1st Floor, Fairport, NY, 14450
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Regulatory History
Clean regulatory record
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.
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Alex is a member of the finance committee and treasurer for Highland Park Conservancy, with no authority over securities. Alex is also a 25% owner of Ammerly Advisors, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
April 2015 - June 2019 · 4 yrs 2 mos
Foresters Financial Services, INC.Broker
November 2010 - June 2019 · 8 yrs 7 mos
State Registrations26 states
ALARAZCACOCTFLGAILMAMDMOMSNCNHNJNYOHPASCTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.