Cassandra Hilty, financial advisor Boston MA
89 score

Cassandra Hilty

CRD Number: 5540457
Current Firm: Windhaven Investment Management, Inc.

Cassandra Hilty (CRD# 5540457) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Windhaven Investments Boston, MA Sep 2013 - Current 3
Pensco Trust Company Portsmouth, NH Jul 2011 - Sep 2013 2
Ymca Goffstown, NH Sep 2009 - Jun 2012 2
Robert Half International Portsmouth, NH Dec 2010 - Jul 2011 < 1
Banana Republic Salem, NH Aug 2009 - Dec 2010 1
Unemployed Manchester, NH Jun 2009 - Aug 2009 < 1
Charles Schwab Orlando, FL May 2008 - Jun 2009 1
Rollins College Winter Park, FL Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Cassandra L. Hilty
Phone Number: (617) 960-5300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    11,944
    MILLIONS
  • Total Number of Accounts
    41,966
    ACCOUNTS
  • Average Account Value
    $284,620
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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