Joseph
Cassese
Kestra Advisory Services, LLC
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About this Advisor
Joseph Cassese is a financial advisor based in Westport, Massachusetts, working with Kestra Advisory Services, LLC. Joseph has previously worked at The Hermitage Club, Anchor Seafood Restaurant, Investor Protection & Management Services, LLC, W&B Management, and Kestra Advisory Services. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Joseph is part of Kestra Advisory Services, LLC, which operates out of Westport, Massachusetts. The firm has 544 offices and 1,299 employees. Kestra Advisory Services, LLC manages assets totaling $60.2 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including 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 Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$60,174,309,829
1,299
155,482
$387,018
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
Joseph Cassese Work History
Kestra Advisory Services
W&B Management
Investor Protection & Management Services, LLC
Anchor Seafood Restaurant
The Hermitage Club
Disclosures
Please visit the SEC profile of Joseph Cassese 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 Kestra Advisory Services, LLC
New York, NY
Austin, TX
Richardson, TX
Austin, TX
Anacortes, WA
Las Vegas, NV
Pittsburgh, PA
Paramus, NJ
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