Angela CassidyCRD Number: 5587636
Current Firm: Cadaret Grant & Co Inc.
Angela Cassidy (CRD# 5587636) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Buffalo, NY and has over 9 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Cadaret, Grant & Company, Inc.||Buffalo, NY||May 2016 - Current||1|
|Lpl Financial||Williamsville, NY||Apr 2013 - Apr 2016||3|
|Evans Bank||Williamsville, NY||Apr 2013 - Apr 2016||3|
|Target||Cheektowaga, NY||Oct 2012 - Apr 2013||< 1|
|Axa Advisors, LLC||New York, NY||Aug 2008 - Oct 2012||4|
|Unemployed||Rochester, NY||May 2008 - Aug 2008||< 1|
|Suny Geneseo||Geneseo, NY||Aug 2004 - May 2008||3|
|Buckin Buffalo||Buffalo, NY||May 2007 - Jan 2008||< 1|
|Dial America||Buffalo, NY||Jun 2006 - Aug 2006||< 1|
|Alden Recreation||Alden, NY||May 2006 - Aug 2006||< 1|
|Tops Grocery||Alden, NY||Jan 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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