Chad
Cassiani
Brokers International Financial Services, LLC
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About this Advisor
Chad Cassiani is a financial advisor based in Naples, Florida, working with Brokers International Financial Services, LLC. Chad has previously held positions at Cassiani Law Offices, LLC, New Heights Investment Advisory, Inc, Executive Financial Services, LLC, Evergreen Development Appleton1, LLC, Executive Reality Services, LLC, New Heights, LLC, New Heights Insurance Services, Inc, Addison Realty Corporation, Brookstone Capital Management, New Heights Tax Advisory Services, LLC, New Heights Financial Services, Inc, Cassiani Enterprises, LLC, First American National Investment Advisors, LLC, Gladstone Wealth Partners, and Brokers International Financial Services. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Wisconsin. Currently, Chad is part of Brokers International Financial Services, LLC, which operates out of Naples, Florida. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$2,000,456,128
260
11,566
$172,960
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Chad Cassiani Work History
Brokers International Financial Services
New Heights Insurance Services, Inc
Executive Reality Services, LLC
New Heights, LLC
Cassiani Law Offices, LLC
Gladstone Wealth Partners
Brookstone Capital Management
First American National Investment Advisors, LLC
New Heights Financial Services, Inc
New Heights Tax Advisory Services, LLC
New Heights Investment Advisory, Inc
Evergreen Development Appleton1, LLC
Executive Financial Services, LLC
Cassiani Enterprises, LLC
Addison Realty Corporation
Disclosures
Please visit the SEC profile of Chad Cassiani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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