Anthony Frezza

Financial advisor at Advanced Tax & Investments, Inc.

Last updated 2026-10-10

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Anthony Frezza is a financial advisor at Advanced Tax & Investments, Inc., CRD 2701246. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1999-07-23.

Registration

CRD number
2701246
Registration status
Active
IAPD registration
1999-07-23
Industry Experience
27 years
Work Experience
23 years
States registered
DC, FL

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2003-10 to Present · Advanced Tax & Investments, Inc./ati Professional Services/ Adva · Orlando, FL

Current employment

  • Advanced Tax & Investments, Inc. · Rockledge, FL

SEC IAPD record for Anthony Frezza

About

Anthony Frezza is a CFP® financial advisor at Advanced Tax & Investments, Inc.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 27 years of industry experience and 23 years of reported work history.

Official record

View the official SEC IAPD record

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