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AC

Angela Casasanto

CAPITAL ANALYSTS
Worcester, MA 01609
Some features on this profile are disabled
CRD#: 5044226
AC

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.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Casasanto's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 16, 2024 - Present

CAPITAL ANALYSTS

Office #1: 57 Cedar Street, Worcester, MA 01609
RIA
CRD#: 162200
Worcester, MA
Current

September 9, 2024 - Present

LINCOLN INVESTMENT

Office #1: 57 Cedar Street, Worcester, MA 01609
RIA
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
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
RR
IAR
Series 66
Date: 6/2/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/21/2006
General Securities Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL ANALYSTS, LLC FORM ADV PART 2A BROCHURE (8/13/2025)
CAPITAL ANALYSTS, LLC FORM ADV PART 2A APPENDIX I BROCHURE (8/13/2025)

Regulatory assets under management

Total Number of Accounts26,578
AUM (Assets Under Management)$ 8,713,202,466

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/22/2025
Cover Page
Report
08/28/2024
Cover Page
Report
09/27/2023
Cover Page
Report
03/29/2023
Cover Page
Report

Red Flags

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.

Company Information

CAPITAL ANALYSTS

CRD#: 162200Worcester, MA 01609

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