Michael Cassidy (CRD# 6807062) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plainview, NY and has over 3 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Plainview, NY | Mar 2021 - Current | 3 |
Janney Montegomery Scott, LLC | Garden City, NY | May 2020 - Feb 2021 | < 1 |
Farmingdale State College (undergraduate Degree) | Farmingdale, NY | Sep 2019 - May 2020 | < 1 |
Janney Montegomery Scott, LLC | Garden City, NY | Nov 2018 - May 2020 | 1 |
Molloy College (undergraduate Degree) | Rockville Centre, NY | Sep 2018 - May 2019 | < 1 |
Allstate Insurance | Melville, NY | Aug 2017 - Nov 2018 | 1 |
Ufc Gym | New Hyed Park, NY | Feb 2016 - Aug 2018 | 2 |
Farmingdale State College (undergraduate Degree) | Farmingdale, NY | Sep 2016 - May 2018 | 1 |
Craig James Financial Services, LLC | Melville, NY | May 2017 - Aug 2017 | < 1 |
Holy Cross High School | Flushing, NY | Sep 2012 - May 2016 | 3 |
Mcdonald's | New Hyde Park, NY | Feb 2014 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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