AC
Angela Casasanto
CAPITAL ANALYSTS
Worcester, MA 01609
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CRD#: 5044226
AC
Angela CasasantoCAPITAL ANALYSTS
Professional summary
Angela Casasanto, who also goes by Angela Casasanto Johnson, is a registered financial advisor currently at CAPITAL ANALYSTS located in Worcester, Massachusetts and LINCOLN INVESTMENT located in Worcester, Massachusetts.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Angela has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Angela Casasanto Johnson
Other business activities
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.
NOTARY - ANGELA CASASANTO
POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2022
ADDRESS: 57 Cedar Street, Worcester MA 01609, United States
DESCRIPTION: Notarization of forms and documents
CHARLTON CULTURAL COUNCIL
POSITION: Co-Chair NATURE: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2024
ADDRESS: 37 Main Street, Charlton MA 01507, United States
DESCRIPTION: Helf to faciliatate council responsibilities such as grant allocation
Insurance�
Position: Appointed Independent Agent� Nature: Life / LTC Insurance / Fixed Annuities / Disability�Investment Related: Yes # of Hours: 5 Securities Trading Hours: 4 Start Date: 9/15/2024 Address: 57 Cedar Street�Worcester�, MA 01609 Description: Directly appointed with insurance carriers to sell life insurance, disability insurance, LTC insurance and fixed annuity products to clients.�
WOMEN'S INITIATIVE OF THE UNITED WAY
POSITION: Finance Sub-Committee Member NATURE: Community Service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2023
ADDRESS: 18 Chestnut Street, Suite 530, Worcester MA 01608, United States
DESCRIPTION: Help to support the networking efforts for the Women's Initiative
Massachusetts CSA Leaders Network�
Position: Chair� Nature: This is a group of professionals who hold the Certified Senior Advisor Designation that meet on a monthly basis to network� Investment Related: Yes Hours: 8 Securities Trading Hours: 8 Start Date: 2/8/2022 Address: None - virtual group� Description: I lead this group, schedule meetings, prepare agendas, meet with employees at the Society of Certified Senior Advisors for best practices, plan and facilitate educational webinars for CSA's
Angela Casasanto�
Position: Sole Proprietor Nature: Tax/Accounting Purposes Investment Related: No Hours: 100 Securities Trading Hours: 100 Start Date: 6/17/2026 Address: 96 Blood Road�Charlton, MA 01507 Description: Separate EIN for my practice for the purpose of separating business activities from personal on my tax filing.�
CRS (Client Relationship Summary) - RIA
Click below to view Angela Casasanto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 16, 2024 - Present
CAPITAL ANALYSTS
Office #1: 57 Cedar Street, Worcester, MA 01609RIA
CRD#: 162200
Worcester, MA
Current
September 9, 2024 - Present
LINCOLN INVESTMENT
Office #1: 57 Cedar Street, Worcester, MA 01609RIA
BD
CRD#: 519
WORCESTER, MA
Past
December 6, 2022 - September 20, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
WORCESTER, MA
Past
November 22, 2022 - September 20, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WORCESTER, MA
Past
January 23, 2019 - October 10, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
WORCESTER, MA
Past
April 24, 2006 - October 10, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(9/9/2024)
RR
Hawaii(7/30/2026)
RR
Maryland(9/9/2024)
RR
Massachusetts(9/9/2024)
IAR
Massachusetts(9/16/2024)
RR
New Hampshire(1/26/2026)
RR
New Jersey(9/9/2024)
RR
Oklahoma(12/4/2025)
RR
Rhode Island(9/9/2024)
RR
South Carolina(10/29/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 Approved)Loading...
Contact information
Main Address
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232
Mailing Address
Phone number
(800) 242-1421
Established
Firm type
Fiscal year end
# of Employees
739
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,578 |
| AUM (Assets Under Management) | $ 8,713,202,466 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/22/2025 | ||
| 08/28/2024 | ||
| 09/27/2023 | ||
| 03/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPITAL ANALYSTS
CRD#: 162200Worcester, MA 01609TRUST BUT VERIFY
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