TrueAdvisor
TrueAdvisor
AC
AC

Anthony Dennis Casnellie

On Investment Management CO
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
On Investment Management CO
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Location

One Financial Way, Cincinnati, OH, 45242

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
On Investment Management CO
April 2011 - Present · 14 yrs 10 mos
The O.N. Equity Sales CompanyBroker
March 2002 - Present · 23 yrs 11 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.