Anthony Frezza
Professional summary
Anthony Frezza, CFP®, who also goes by Tony Frezza, is a registered financial advisor currently at FREZZA TAX AND FINANCIAL SERVICES located in Orlando, 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Frezza's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2006 - Present
FREZZA TAX AND FINANCIAL SERVICES
Office #1: 1920 E. Robinson St., Orlando, FL 32803Office #2: 1986 Us-1 Suite 102, Rockledge, FL 32955October 29, 2013 - March 28, 2014
TAM PORTFOLIOS, LLC
July 23, 1999 - December 31, 2004
NATIONAL PLANNING CORPORATION
July 23, 1999 - September 30, 2005
NATIONAL PLANNING CORPORATION
March 25, 1996 - July 27, 1999
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2006)
Exams
Current Firm
FREZZA TAX AND FINANCIAL SERVICES
CRD#: 137357 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 171 |
| AUM (Assets Under Management) | $ 25,862,945 |
Red Flags
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Company Information
FREZZA TAX AND FINANCIAL SERVICES
CRD#: 137357Orlando, FL 32803TRUST BUT VERIFY
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