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 3 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor New York NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor New York NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
David Fowler, financial advisor New York NY
David A. Fowler
CRD# 5146297
Origin Financial
Company Name Location Dates Years
Citigroup New York, NY Jul 2019 - Current 3
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: https://twitter.com/citi
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    43,883
    MILLIONS
  • Total Number of Accounts
    54,186
    ACCOUNTS
  • Average Account Value
    $809,861
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.