Angela Casasanto
Investment adviser representative at Capital Analysts
20 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Capital AnalystsSep 2024 to now
- Lincoln InvestmentSep 2024 to now
- LPL Financial LLCNov 2022 to Sep 2024
- M&t BankNov 2022 to Sep 2024
- Raymond James Financial Services Advisors Inc.Jan 2019 to Sep 2022
- Reliant Medical GroupMay 2014 to Dec 2021
- Raymond James Financial Services, Inc.Feb 2006 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 5044226
- Firm CRD
- 162200