Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top advisor by experience in Rockledge
31yrs
Anthony Frezza
Financial advisor at Advanced Tax & Investments
Anthony Frezza is a fiduciary financial advisor in Rockledge, Florida, with 31 years in the industry. Anthony joined Advanced Tax & Investments in 2006, after less than a year at TAM Portfolios and five years at National Planning. Anthony holds the CFP® designation.
One of 79 advisors with offices in Rockledge, and one of 75 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience in Rockledge
Office1982 US Hwy #1 Suite 102, Rockledge, FL 32955
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$337,844
Advisors at the firm2
States licensed ?1 state
Services through Advanced Tax & Investments
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2013 – Mar 2014TAM Portfolios, LLCPreviously
- 2006 – nowAdvanced Tax & Investments, Inc.Current firm
- 1999 – 2004National Planning CorporationPreviously
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anthony
How do I contact Anthony?
Call Advanced Tax & Investments at 407-595-2084 and ask for Anthony Frezza. Anthony works from the Rockledge, FL office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 1996, about 31 years. Top 15% by experience in Rockledge.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Advanced Tax & Investments reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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