DC

David Andrew Cassese

24 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
295 clients
Average Client Portfolio
$339K average
Assets Under Management
$99.9M

Fee Structure

This brochure supplement provides information about Robert A. Billstein, Jr. that supplements the Independence Capital Company, Inc. brochure. The brochure does not contain specific fee information for Robert A. Billstein, Jr.

Areas of Practice
Insurance Planning
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Advisor Information

Office location

5579 Pearl Road, Suite 100, Parma, OH, 44129

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is a CPA providing business consulting, financial statement preparation, tax preparation, accounting, and tax services, dedicating nearly full-time hours to this. He is also an insurance agent selling various insurance products, and owns IC Products LLC, an ice cream tech and equipment business, taking about a quarter of his time.

Employment History
Current Registrations
Independence Capital Co., INC.
February 2016 - Present · 9 yrs 11 mos
Independence Capital Co., INC. Broker
December 2005 - Present · 20 yrs 1 mo
Independence Capital Co., INC.
December 2005 - Present · 20 yrs 1 mo
Previous Registrations
Legacy Financial Services, INC.Broker
June 2004 - December 2005 · 1 yr 6 mos
Signator Investors, INC.Broker
July 2001 - February 2004 · 2 yrs 7 mos
Independence Capital Co., INC. Broker
January 2001 - May 2001 · 4 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.