Todd
Casazza
Wealth Management Resources, Inc
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About this Advisor
Todd Casazza is a certified financial planner working out of Smithfield, Rhode Island with 1 year of relevant experience. Casazza is an employee of Wealth Management Resources, Inc. During their career, the advisor has held roles at Charles Schwab & Co., Inc, State Street Bank And Trust, Wealth Management Resources, Inc, Td Ameritrade, Inc and Pershing LLC. Casazza holds a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in Rhode Island and Texas. Wealth Management Resources, Inc is a registered investment company that has its headquarters in Smithfield, RI. It oversees $261 million in assets across its 1,174 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves eight charities and foundations. Of its 1,174 client accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets. Wealth Management Resources, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules are based on the type of services. Fee types charged by Wealth Management Resources, Inc likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Resources, Inc Brokerage Details
$260,983,764
11
1,174
$222,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Todd Casazza Work History
Todd has been registered as a financial advisor for 1 years.*
Wealth Management Resources, Inc
Td Ameritrade, Inc
Charles Schwab & Co., Inc
State Street Bank And Trust
Pershing LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Todd Casazza 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 Wealth Management Resources, Inc
Smithfield, RI
Smithfield, RI
Smithfield, RI
Smithfield, RI
Smithfield, RI
Smithfield, RI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
