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Angela Casasanto

Capital Analysts

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About Angela Casasanto

Angela Casasanto is an investment advisor representative with Capital Analysts in Worcester, MA. Angela has been in the financial services industry since June 4, 2006. Angela is registered with the state of Massachusetts and holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Angela also holds a license to sell insurance, specializing in life and fixed annuities. Angela has prior experience with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. In addition to her work with Capital Analysts, Angela is also a member of the Charlton Cultural Council and the Finance Sub-Committee of the Women's Initiative of the United Way.

Firm Information

Angela Casasanto is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Casasanto’s Registration & Firm History

MA

09/16/2024 - Present

Capital Analysts (Worcester MA)

MA

04/24/2006 - 10/10/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 06/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Casasanto.
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