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David Andrew Cassese

Independence Capital CO., Inc.

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About David Andrew Cassese

David Cassese has been in the financial services industry since June 12, 2001. David is a registered Investment Advisor Representative with Independence Capital Co., Inc. and has been with this firm since January 9, 2001. David has also worked for Legacy Financial Services, Inc. and Signator Investors, Inc. David is currently licensed in Ohio, and has passed the Series 6 and SIE exams. David specializes in providing financial planning services to individuals and businesses. David is also a Certified Public Accountant and provides accounting and tax services to businesses and individuals.

Firm Information

David Cassese is currently registered with Independence Capital CO., Inc.. Independence Capital CO., Inc. is a Corporation that has been in business since April 29, 1989. The firm is registered with the SEC and in 35 states. They provide financial planning and portfolio management services for individuals and have a total of 439 accounts under management, including both discretionary and non-discretionary accounts. They also offer selection of other advisers as an advisory service.

$88.15M

Assets Under Management

Not reported

Total Clients

32

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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 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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percentage of assets

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

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David Cassese’s Registration & Firm History

OH

02/16/2016 - Present

Independence Capital CO., Inc. (PARMA OH)

CA

06/18/2004 - 12/09/2005

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

MA

07/10/2001 - 02/26/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

OH

01/09/2001 - 05/29/2001

INDEPENDENCE CAPITAL CO., INC. (PARMA OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Andrew Cassese.
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