Brian CassidyCRD Number: 3129153
Current Firm: Cambridge Investment Research Advisors, Inc.
Brian Cassidy (CRD# 3129153) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in East Windsor, CT and has over 12 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2012 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2012 - Current||5|
|Tower Square Securities Inc.||Somers, CT||Aug 2006 - May 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2006|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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)
- Market timing services
- Educational seminars/workshops
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