Tony Corrao
Analyst-Equity en Chas. P. Smith & Associates, PA, CPAs .
Perfil
Mr. Anthony M.
Corrao is a Financial Advisor at Chas.
P.
Smith & Associates, PA, CPAs.
He is responsible for analyzing new accounts and implementing the investment strategy best suitable for the client.
He joined CPS in June 2010 as a Portfolio Trader & Analyst.
Mr. Corrao previously worked as an Assistant Controller for a large manufacturing company for over four years where he processed financial statements, worked on bank audits and completed account reconciliations.
His work experience is comprised of more than 17 years of accounting and financial planning, which he uses to build comprehensive plans for his clients to achieve their version of financial independence.
He graduated in 2003 with a Bachelor of Science degree in Finance from Florida State University.
He has obtained his Series 65 license as a Registered Investment Advisor Representative and has also earned his Certified Financial Planner professional designation.
Cargos activos de Tony Corrao
Empresas | Cargo | Inicio |
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Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Analyst-Equity | 01/06/2010 |
Formación de Tony Corrao.
Florida State University | Undergraduate Degree |
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Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
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