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William Thomas Cassese

ICE Bonds Securities Corp.

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About William Thomas Cassese

William Cassese is a financial professional with over 20 years of experience in the industry. He has worked for several financial institutions, including Alliance Global Partners, AEGIS CAPITAL CORP., HAPOALIM SECURITIES USA, INC., WSA FIXED INCOME, LLC, WALL STREET ACCESS, MILLER TABAK ROBERTS SECURITIES, LLC and ADVEST, INC.. William is currently a registered representative with ICE Bonds Securities Corp. He holds the Series 7, Series 52, Series 53, Series 99 and Series 63 licenses. He is registered in Georgia, Louisiana, New York, Ohio and Virginia. William specializes in providing financial advice to individuals and families.

Firm Information

William Cassese is currently registered with ICE Bonds Securities Corp.. ICE Bonds Securities Corp. is a Corporation formed on April 18, 2002. It is currently approved and registered in Georgia, Louisiana, New York, Ohio, and Virginia. The firm has 1 approved SEC registration and 5 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

17

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.

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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William Cassese’s Registration & Firm History

NY

10/19/2021 - Present

ICE Bonds Securities Corp. (New York NY)

NY

01/17/2019 - 10/08/2021

A.G.P. / ALLIANCE GLOBAL PARTNERS (New York NY)

NY

02/08/2016 - 02/05/2019

AEGIS CAPITAL CORP. (NEW YORK NY)

NY

05/15/2012 - 02/02/2016

HAPOALIM SECURITIES USA, INC. (NEW YORK NY)

NY

06/01/2011 - 06/25/2012

WSA FIXED INCOME, LLC (NEW YORK NY)

NY

06/28/2006 - 06/01/2011

WALL STREET ACCESS (NEW YORK NY)

NY

10/18/2005 - 06/29/2006

MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)

CT

03/08/2004 - 10/21/2005

ADVEST, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 08/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Thomas Cassese.
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