Anthony Frezza
CFP®Professional Summary
Anthony Frezza, CFP®, who also goes by Tony Frezza, is a registered financial advisor currently at ADVANCED TAX & INVESTMENTS, INC. located in Rockledge, Florida. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Anthony has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tony Frezza
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANCED TAX & INVESTMENTS, INC. | FREZZA TAX AND FINANCIAL SERVICES | ATI PROFESSIONAL SERVICES | ASSET ARCHITECTS, INC. | ADVANCED TAX CENTRE
Contact Information
Main Address
1982 Us Hwy #1 Suite 102, Rockledge, FL 32955Phone Number
(407) 595-2084# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
161AUM (Assets Under Management)
$27,365,362Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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KREHBIEL FINANCIAL LLC
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State Registrations and Notice Filings
(2/6/2026)
(1/2/2006)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1996About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Frezza's CRS (Customer Relationship Summary).
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