AdvisorOS Directory
Claim Profile
WS

William Sassano

ALLEN & COMPANY OF FLORIDA, INC.·LAKELAND, Florida
Series 8Series 7Series 63SIE
Unclaimed Profile
1401 SOUTH FLORIDA AVE, LAKELAND, FL 33803CRD# 2314164Firm CRD# 25
01

About

William Sassano is a registered financial advisor based in LAKELAND, Florida, affiliated with ALLEN & COMPANY OF FLORIDA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLEN & COMPANY OF FLORIDA, LLC
ALLEN & COMPANY OF FLORIDA, LLC
AUM
$1.4B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at ALLEN & COMPANY OF FLORIDA, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2314164
Firm CRD# 25
642 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKELAND?

Browse all registered financial advisors in LAKELAND, Florida or claim this profile if it's yours.

Browse LAKELAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Sassano offer?
William Sassano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKELAND, Florida for a consultation.
What are William Sassano's credentials?
William Sassano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Sassano located?
William Sassano is based in LAKELAND, Florida, working with ALLEN & COMPANY OF FLORIDA, INC.. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.
How does William Sassano charge for services?
William Sassano's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEN & COMPANY OF FLORIDA, INC.?
ALLEN & COMPANY OF FLORIDA, INC. has approximately 65 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LAKELAND
Ralph Carter Allen — ALLEN & COMPANY OF FLORIDA, LLCJoseph Gary Spooner — ALLEN & COMPANY OF FLORIDA, INC.Laura J Hawley — ALLEN & COMPANY OF FLORIDA, LLCPeter Charles Golotko — CHAS. P. SMITH & ASSOCIATES, PA, CPA'SKyong Kim — BROOKSTONE SECURITIES, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile