Alexander Casella
Alexander Casella is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Hamden, CT, with 7 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
375 Mather St, Suite 4, Hamden, CT, 06514
Get directionsHistory
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
Alexander is an insurance agent for Concord Wealth Management and The Montagno Insurance Agency, focusing on life, property, and casualty insurance. He also owns Casella & Associates, a life insurance brokerage, and dedicates nearly full-time hours to insurance sales and service across these ventures, and is a referral partner for Trager Reznitsky Insurance.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Key Investment Services LLCBroker
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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