Big Rock Advisors LLC

Stephen Taylor is a financial advisor at Big Rock Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Credit Suisse Securities (USA) LLC for 23 years. He also maintains an insurance agent role at Cardona and Company, providing insurance sales and service. Big Rock Advisors is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning to individual investors and qualified retirement plans. The firm uses fundamental analysis and a tailored investment approach, managing approximately $8.14 million in discretionary assets.

Sean Hopkins is a CFA® charterholder with 14 years of industry experience. He is currently with Big Rock Advisors LLC and also operates La Sala CPA P.C., where he provides accounting and bookkeeping services. Prior to joining Big Rock Advisors, he worked at Tradeweb LLC and its affiliates for over a decade. Big Rock Advisors LLC is a small registered investment adviser offering discretionary asset management, retirement plan advisory, and financial planning services primarily to individual investors and qualified retirement plans. The firm employs a tailored investment approach based on fundamental analysis and ongoing portfolio monitoring.

Anthony Cardona is a financial advisor at Big Rock Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and The Leaders Group, Inc. Cardona is also the owner of AJ Cardona & Co, an insurance services business. Big Rock Advisors is a small registered investment adviser serving individual investors and qualified retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning services, employing tailored investment programs based on clients’ goals and risk tolerance.