Cassandra Hilty (CRD# 5540457) is an Investment Advisor Representative working at Windhaven Investment Management, Inc. in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 3090482
Woodstock Corporation
Score
102
CRD# 2513892
Advanced Portfolio Design, LLC
Score
103
| 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 |
- MA
-
Total Assets Under Management11,944MILLIONS
-
Total Number of Accounts41,966ACCOUNTS
-
Average Account Value$284,620
- A percentage of assets under your management
- 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
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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