Anthony CassavechiaCRD Number: 6166807
Current Firm: Raymond James Financial Services Advisors, Inc.
Anthony Cassavechia (CRD# 6166807) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dallas, TX and has over 5 years of experience in the finance industry.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Acct., LLC||Naples, FL||May 2013 - Current||5|
|Raymond James Financial Services Advisors Inc.||Dallas, TX||Apr 2013 - Current||5|
|Raymond James Financial Services||Dallas, TX||Feb 2013 - Current||5|
|Munn & Morris Financial Advisors, Inc.||Dallas, TX||Nov 2012 - Current||5|
|Cassavechia Services, LLC||Parker,, TX||Oct 2012 - Current||5|
|Tc Consulting/cassavechia Services, Llf||Parker, TX||Feb 2006 - Current||12|
|Political Office||Parker, TX||Aug 2013 - Oct 2017||4|
|Cassavechia Properties, LLC||Parker, TX||Jan 2014 - Jun 2015||1|
|Munn & Morris Financial Advisors||Parker, TX||Nov 2012 - Feb 2013||< 1|
|Heinz Corporation||Pittsburg, PA||May 2010 - May 2011||1|
|Heinz Corporation||Parker, TX||Feb 2006 - May 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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