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Thomas Cassara

AGILIS PARTNERS LLC·WALTHAM, Massachusetts
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130 TURNER ST., WALTHAM, MA 02453CRD# 7615307Firm CRD# 126765
01

About

Thomas Cassara is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with AGILIS PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
AGILIS PARTNERS LLC
AGILIS PARTNERS LLC
AUM
$6.7B
Regulatory assets under management
Employees
45
Total firm employees
View all advisors at AGILIS PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7615307
Firm CRD# 126765
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Cassara offer?
Thomas Cassara specializes in Retirement Planning, Wealth Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Thomas Cassara's credentials?
Thomas Cassara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Cassara located?
Thomas Cassara is based in WALTHAM, Massachusetts, working with AGILIS PARTNERS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Thomas Cassara charge for services?
Thomas Cassara's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGILIS PARTNERS LLC?
AGILIS PARTNERS LLC has approximately 45 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGILIS PARTNERS LLC

Ryan Darden Mcglothlin
WALTHAM, MA
Joanne Rae O'donnell
WALTHAM, MA
Terence Patrick Mahoney
WALTHAM, MA
Michael Jonathan Faulkner
WALTHAM, MA

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Research
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