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Asset ManagerRIA · CRD 338455State-Registered Investment Adviser

Updated:

SANSONE CPA & FINANCIAL

SANSONE CPA & FINANCIAL is a state-registered investment adviser in Crystal Lake, IL. It has 1 employee and 1 investment adviser. The firm is based in...

Overview

SANSONE CPA & FINANCIAL is a state-registered investment adviser in Crystal Lake, IL. It has 1 employee and 1 investment adviser. The firm is based in Crystal Lake.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Corporate office

Ridgefield, CT, United States

Principals

David Sansone

CPA, Principal

Sector focus

Tax ServicesAccountingFinancial PlanningWealth Management

Frequently asked questions

Who runs SANSONE CPA & FINANCIAL?

David Sansone, a licensed CPA, is the principal. No other named professionals or investment committee are publicly identified. (public record)

How is SANSONE CPA & FINANCIAL structured?

It operates as a CPA firm, which means it is licensed and regulated by state accountancy boards, not the SEC. This allows it to provide tax and financial planning advice without registering as an investment advisor. (public record)

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