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Stephen T
Series 63, Series 65
Sag Harbor, NY
Big Rock Advisors LLC
Stephen Taylor is a financial advisor at Big Rock Advisors LLC with 25 years of industry experience. He previously worked at Credit Suisse Securities (USA) LLC and Credit Suisse Group from 2000 to 2023. In addition to his advisory role, he is involved in insurance sales and service as an insurance agent with Cardona and Company. Big Rock Advisors provides discretionary asset management, financial planning, and retirement-plan services to individuals and qualified plans. The firm offers tailored investment programs based on client goals and risk tolerance and maintains both limited fiduciary advice and full investment-manager duties.
Sean H
CFA®, Series 63
Sag Harbor, NY
Big Rock Advisors LLC
Sean Hopkins is a CFA® charterholder with 15 years of industry experience. He currently works at Big Rock Advisors LLC and previously held roles at Tradeweb LLC and its affiliates. Outside of advisory work, he is involved as an accountant at La Sala CPA P.C. Big Rock Advisors LLC provides discretionary asset management, financial planning, and retirement-plan services to individuals and qualified plans. The firm tailors investment programs to clients’ goals and risk tolerance, employing fundamental analysis and a combination of long- and short-term strategies.
Anthony C
Series 63, Series 65
Sag Harbor, NY
Big Rock Advisors LLC
Anthony Cardona is a financial advisor with Big Rock Advisors LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at firms including Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company. Cardona also owns AJ Cardona & Co, an insurance services business based in Sag Harbor, NY. Big Rock Advisors provides discretionary asset management, financial planning, and retirement-plan services to individuals and qualified plans. The firm manages approximately $20.6 million across 36 client accounts, tailoring investment programs to clients’ goals, time horizons, and risk tolerances through fundamental analysis and a combination of long- and short-term strategies.
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