AC
AC

Alexander Nicola Casella

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
437 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

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Location

375 Mather St, Suite 5, Hamden, CT, 06514

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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.

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Other Business ActivitiesSells Insurance

Alexander is an insurance agent for Concord Wealth Management and The Montagno Insurance Agency, focusing on life, property, and casualty insurance. He also owns Casella & Associates, a life insurance brokerage, and dedicates nearly full-time hours to insurance sales and service across these ventures, and is a referral partner for Trager Reznitsky Insurance.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
October 2023 - Present · 2 yrs 4 mos
Hornor, Townsend & Kent, LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Key Investment Services LLCBroker
September 2016 - April 2018 · 1 yr 7 mos
LPL Financial LLCBroker
January 2016 - September 2016 · 8 mos
Wells Fargo Advisors, LLCBroker
May 2015 - January 2016 · 8 mos
Hornor, Townsend & Kent, INC.Broker
March 2014 - April 2015 · 1 yr 1 mo
State Registrations14 states
ALCACTDCFLGAMSNCNHNYOHPARITN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Nicola Casella - Financial Advisor | TrueAdvisor