Cassidy Doyle, financial advisor New York NY

Cassidy Doyle

CRD Number: 6934449
Current Firm: Citigroup Global Markets Inc.

Cassidy Doyle (CRD# 6934449) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 4 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Citigroup New York, NY Jul 2019 - Current 4
University Of Florida Office For Student Financial Affairs Gainesville, FL Oct 2016 - May 2019 2
University Of Florida Gainesville, FL Aug 2015 - May 2019 3
Citigroup New York, NY Jun 2018 - Aug 2018 < 1
J.p. Morgan Orlando, FL Jun 2017 - Aug 2017 < 1
Salzburg Standortagentur Salzburg, Jun 2016 - Aug 2016 < 1
Cheval Golf And Athletic Club Lutz, FL May 2013 - Aug 2015 2
Steinbrenner High School Lutz, FL Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Cassidy L. Doyle
Phone Number: 212-816-6000
Firm Website: http://www.citi.com
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    34,864
    MILLIONS
  • Total Number of Accounts
    53,776
    ACCOUNTS
  • Average Account Value
    $648,319
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • 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, 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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