Chad Vincent Cassiani
Investment adviser representative at Integrity Advisory Solutions
37 yearsExperience
2 statesRegistered in
$1.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
37 years in the industry.
- Integrity Advisory SolutionsOct 2024 to now
- Integrity Alliance, LLCSep 2023 to now
- New Heights Insurance Services, Inc.Dec 2008 to now
- Executive Reality Services, LLCMar 2004 to now
- New Heights, LLCFeb 2000 to now
- Cassiani Law Offices, LLCNov 1989 to now
- Gladstone Wealth PartnersDec 2022 to Sep 2023
- Brookstone Capital ManagementMar 2018 to Aug 2022
- First American National Investment Advisors, LLCApr 2016 to Mar 2019
- New Heights Financial Services, IncFeb 2013 to Dec 2021
- New Heights Tax Advisory Services, LLCJan 2010 to Dec 2021
- Evergreen Development Appleton1, LLCNov 2006 to Dec 2021
- Cassiani Enterprises, LLCJan 1999 to Dec 2021
- Executive Financial Services, LLCJan 1999 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (FL, WI).
Integrity Advisory Solutions
Legal name: Integrity Advisory Solutions, LLC
$1.1BAssets managed
2,428Clients
127Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2201530
- Firm CRD
- 288817