Frederick Cassilly (CRD# 5382800) is an Investment Advisor Representative working at Cassilly Financial in Severna Park, MD and has over 14 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cassilly Financial | Severna Park, MD | Mar 2019 - Current | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jul 2007 - Current | 16 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Apr 2019 | 3 |
| Northwestern Mutual Investment Services LLC | Annapolis, MD | Jun 2008 - Apr 2019 | 10 |
| Northwestern Mutual Investment Services, LLC | Annapolis, MD | Mar 2011 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MD
- TX
- VA
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Total Assets Under Management77MILLIONS
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Total Number of Accounts618ACCOUNTS
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Average Account Value$124,493
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MD, TX, VA
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