Anthony Casagrande

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1998 → 09/2025
  Avantax Investment Services, Inc.
  Melville, NY
• 01/2020 → Present
  Koval & Casagrande C.P.A.'s Pllc
  Melville, NY
• 09/2004 → 09/2025
  Avantax Advisory Services
  Melville, NY
• 06/1999 → 08/2025
  Avantax Insurance Agency, Llc
  Melville, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Melville, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-20 → 2025-09-05
  Avantax Advisory Services
  Melville, NY

Other Businesses

1) The Netherworld Group LLC~'NIR'~po box 3557~new hyde park~NY~11040~Rental Property Owner/Management~Owner/Sole Proprietor~7/1/1996~0hrs~0hrs~none 2) East Realty Group LLC~'NIR'~po box 3557~new hyde park~NY~11040~Rental Property Owner/Management~Other~10/1/1998~0hrs~0hrs~none|15th Associates LLC~'NIR'~PO BOX 3557~NEW HYDE PARK~NY~11040~Rental Property Owner/Management~Partner/General Partner~12/15/1990~1hrs~1hrs~PARTNER DECISIONS 3) EAST 7TH ST ASSOC LLC~'NIR'~PO BOX 3557~NEW HYDE PARK~NY~11040~Rental Property Owner/Management~Partner/General Partner~9/15/2009~0hrs~0hrs~ONLY PARTNER DECISIONS 4) SOUTHBRIDGE PARTNERS LLC~'NIR'~PO BOX 3557~NEW HYDE PARK~NY~11040~Rental Property Owner/Management~Partner/General Partner~6/1/2012~1hrs~1hrs~MAJOR BUSINESS DECISIONS-SALE, REFINANCE, PURCHASE 5) Midwest Ventures LLC~'NIR'~PO BOX 3557~NEW HYDE PARK~NY~11040~Rental Property Owner/Management~Owner/Sole Proprietor~4/17/2003~0hrs~0hrs~residential rental property 6) 238th Associates LLC~'NIR'~po box 3557~new hyde park~NY~11040~Rental Property Owner/Management~Partner/General Partner~1/1/1989~0hrs~0hrs~none|SUNNYSIDE FIVE LLC~'NIR'~43-13 41ST~SUNNYSIDE~NY~11104~Rental Property Owner/Management~Owner/Sole Proprietor~5/30/2013~1hrs~0hrs~OWNER 7) 24th Street Holding Co LLC~'NIR'~po box 3557~new hyde park~NY~11040~Rental Property Owner/Management~Partner/General Partner~4/16/1992~0hrs~0hrs~none 8) First Ave Equites LLC~'NIR'~po box 3557~new hyde park~NY~11040~Rental Property Owner/Management~Partner/General Partner~11/1/1993~0hrs~0hrs~none 9) Koval & Casagrande C.P.A.'s PLLC~'NIR'~324 S Service Rd Ste 118~Melville~NY~11747~Accounting Services/Tax Preparation~Owner~1/1/2020~20hrs~20hrs~owner, partner. tax and accounting 10) 15th Associates LLC; Partner/General Partner; Rental Property Owner/Management; IR; 1; 12/15/1990; PO BOX 3557 NEW HYDE PARK NY 11040; PARTNER DECISIONS 11) Far East Realty Group LLC; Other; Rental Property Owner/Management; IR; 0; 10/01/1998; new hyde park NY 11040; none 12) POWER OF ATTORNEY FOR MOTHER(JOAN DEFIGLIA) POSITION: power of attorney NATURE: power of attorney for my mother(joan defiglia). power of attorney new york state short form. allows all financial transactions. will do whatever is needed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2025 ADDRESS: 324 South Service Rd, Suite 118, Melville NY 11747, United States DESCRIPTION: power of attorney for my mother who is 87 years old(joan defiglia). at this time i will assist my mother as she needs. most likely help with paying her bills, resolving any financial issues that arise and any related activity that may come up. she is 87 years old.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-21

Other Names

• Anthony Casagrande