Louis Cassara, financial advisor Lisle IL

Louis Cassara

CRD Number: 1203599
Current Firm: Mml Investors Services, LLC

Louis Cassara (CRD# 1203599) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lisle, IL and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Lisle, IL Oct 2014 - Current 9
Massmutual Lite Insurance Co Lisle, IL Sep 2014 - Current 9
Signator Investors Inc. Boston, MA Mar 2008 - Oct 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
Contact Info for Louis J. Cassara
Phone Number: (413)737-8400
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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