Nicholas Cassandra, financial advisor Boynton Beach FL

Nicholas Cassandra

CRD Number: 6631663
Current Firm: Raymond James Financial Services Advisors, Inc.

Nicholas Cassandra (CRD# 6631663) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Boynton Beach, FL Dec 2018 - Current 3
Raymond James Financial Services, Inc. Boynton Beach, FL Jul 2016 - Current 5
Cassandra Financial Group Boynton Beach, FL Aug 2013 - Current 8
Raymond James Financial Services, Inc. Boynton Beach, FL Mar 2016 - Jul 2016 < 1
Mamma Mia's On The Beach Lake Worth, FL Apr 2014 - Apr 2016 2
Greensboro College Greensboro, NC Jul 2013 - Apr 2014 < 1
Park Vista High School Boynton Beach, FL Aug 2009 - Apr 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Nicholas J. Cassandra
Phone Number: 727-567-3020
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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