Anthony Alan Saccaro
Investment adviser representative at Providence Financial and Insurances, Inc.
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$215MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Sound Income Wealth, LLCAug 2026 to now
- Providence Financial and Insurances, Inc.Nov 2011 to now
- Providence Financial and Insurance Services, IncAug 2011 to now
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Providence Financial and Insurances, Inc.
Legal name: Providence Financial and Insurance Services, Inc
$215MAssets managed
624Clients
6Advisers
5 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
- 5230816
- Firm CRD
- 141988