Alexander
Casella

Hornor, Townsend & Kent, LLC

CRD#6274777
Investment Advisor
in Wilton, CT

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About this Advisor

Alexander Casella is a financial advisor based in Wilton, Connecticut, working with Hornor, Townsend & Kent, LLC. Alexander has previously held positions at Penn Mutul Life Insurance Co, Hornor Townsend & Kent Inc, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, First Niagara Bank, Lpl Financial LLC, Key Investment Services LLC, Keybank, The Montagno Insurance Agency, Www.Alexcasella.Com, Pennmutual / Concord Wealth Management, and Hornor, Townsend & Kent, LLC. Alexander has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Connecticut and Florida. Currently, Alexander is part of Hornor, Townsend & Kent, LLC, which operates out of Wilton, Connecticut. The firm has 160 offices and 456 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hornor, Townsend & Kent, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2Nd Floor 187 Danbury Rd
Wilton, CT 06897

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

CT Average: $15,833,994,310
Total Number of Employees

456

CT Average: 41
Total Number of Accounts

30,467

CT Average: 3,342
Average Account Size

$225,288

CT Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alexander Casella Work History

2022 - Present (3 years)

Hornor, Townsend & Kent, LLC

2021 - Present (4 years)

Pennmutual / Concord Wealth Management

2019 - Present (6 years)

Www.Alexcasella.Com

2018 - 2022 (4 years)

The Montagno Insurance Agency

2016 - 2016 (< 1 year)

First Niagara Bank

2016 - 2016 (< 1 year)

Lpl Financial LLC

2016 - 2018 (2 years)

Key Investment Services LLC

2016 - 2018 (2 years)

Keybank

2015 - 2016 (1 year)

Wells Fargo Bank, Na

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2014 - 2015 (1 year)

Hornor Townsend & Kent Inc

2013 - 2015 (2 years)

Penn Mutul Life Insurance Co

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Disclosures

Please visit the SEC profile of Alexander Casella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hornor, Townsend & Kent, LLC

Michael Clayton
Akron, OH
Michael Rothrock
Allentown, PA
Jeremiah Kennedy
Horsham, PA
Stephan Davis
Nashville, TN
Jeffrey Zavila
Horsham, PA
Anthony Lippis
Glen Rock, NJ
Jason Delcollo
Wilmington, DE
Kofi Thompson
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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