Marla Cassidy, financial advisor Missoula MT

Marla Cassidy

CRD Number: 6571119
Current Firm: D.a. Davidson & Company

Marla Cassidy (CRD# 6571119) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Missoula, MT Oct 2015 - Current 6
Reely Law Firm Missoula, MT Apr 2015 - Oct 2015 < 1
Ripley Doorn & Company Caldwell, ID Jun 2004 - Apr 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Marla A. Cassidy
Phone Number: 406-727-4200
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    27,233
    MILLIONS
  • Total Number of Accounts
    70,553
    ACCOUNTS
  • Average Account Value
    $385,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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