Kirk Cassidy, financial advisor Livonia MI

Kirk Cassidy

CRD Number: 5344038
Current Firm: Strategic Investment Advisors, Inc.

Kirk Cassidy (CRD# 5344038) is an Investment Advisor Representative working at Strategic Investment Advisors, Inc. in Livonia, MI and has over 12 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Ts Limited Livonia, MI Dec 2015 - Current 5
Retirement Education Foundation Livonia, MI Jul 2015 - Current 5
Brc Holdings, LLC Novi, MI Feb 2013 - Current 7
Senior Planning Advisors - Ann Arbor, Inc. Livonia, MI Nov 2012 - Current 8
Strategic Investment Advisors, Inc. Livonia, MI Mar 2007 - Current 13
Senior Planning Advisors, Inc. Livonia, MI Mar 2005 - Current 15
Bntc Investments, LLC Novi, MI Mar 2003 - Current 17
Senior Planning Advisors-california, Inc. Novi, MI Mar 2007 - Feb 2019 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Kirk M. Cassidy
By the Numbers
  • Total Assets Under Management
    364
    MILLIONS
  • Total Number of Accounts
    3,129
    ACCOUNTS
  • Average Account Value
    $116,182
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, MI

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