Merrill
44yrs
Top advisor by experience in Rockledge
1yr
Anthony Frezza
Full name on record: Anthony James Frezza
Financial advisor at Advanced Tax & Investments
Based in Rockledge, Florida, Anthony Frezza is a fiduciary financial advisor with 1 year of industry experience. Anthony has been with Advanced Tax & Investments since 2025. Advanced Tax & Investments offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 79 advisors with offices in Rockledge, and one of 75 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowAdvanced Tax & Investments, Inc.Current firm
Contact Anthony
(407) 595-2084Advanced Tax & Investments main office 1982 US Hwy #1 Suite 102Rockledge, FL 32955Office · Get directions LinkedIn pageAdvanced Tax & Investments
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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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 2025, about 1 years. 1 years in the industry.
What licenses does Anthony hold?
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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