# SANSONE CPA & FINANCIAL

SANSONE CPA & FINANCIAL is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Address:** Ridgefield, CT, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/sansonecpa

## Regulatory record

- **CRD number:** 338455
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338455

## About

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.

## Sectors

- Tax Services
- Accounting
- Financial Planning
- Wealth Management

## People

- David Sansone — CPA, Principal

## 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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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sansone-cpa-and-financial

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