Chad
Cassiani
Integrity Advisory Solutions
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About this Advisor
Chad Cassiani is a financial advisor based in Dallas, Texas, working with Integrity Advisory Solutions. 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, 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, Integrity Alliance, LLC, and Integrity Advisory Solutions. 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 Integrity Advisory Solutions, which operates out of Dallas, Texas. The firm has 71 offices and 90 employees. Integrity Advisory Solutions manages assets totaling $512.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Integrity Advisory Solutions includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrity Advisory Solutions Brokerage Details
$512,263,824
90
2,709
$189,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Chad Cassiani Work History
Integrity Advisory Solutions
Integrity Alliance, LLC
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
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.
Financial Advisors at Integrity Advisory Solutions
Aurora, CO
Edmond, OK
Campbell, CA
Jacksonville, FL
Dallas, TX
Phoenix, AZ
Tampa, FL
Marietta, GA
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