Alexander Cassidy, financial advisor Pleasanton CA

Alexander Cassidy

CRD Number: 6971129
Current Firm: Charles Schwab & Company, Inc.

Alexander Cassidy (CRD# 6971129) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Theodore Lew, financial advisor Pleasanton CA
Theodore D. Lew
CRD# 3262592
Captrust
Similar Advisors
Meredith Schneider, financial advisor Pleasanton CA
Meredith H. Schneider
CRD# 3082569
Schneider Wealth Management
Similar Advisors
Mark Vicencio, financial advisor Pleasanton CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Company Name Location Dates Years
Charles Schwab Bank Ssb Pleasanton, CA Nov 2020 - Current 3
Charles Schwab & Company,inc Pleasanton, CA Jun 2019 - Current 5
The Pennsylvania State University State College, PA Aug 2018 - May 2019 < 1
Charles Schwab & Company,inc. Lone Tree, CO Jun 2018 - Aug 2018 < 1
The Pennsylvania State University State College, PA Aug 2017 - May 2018 < 1
Turf Valley Resport Elliott City, MD May 2017 - Aug 2017 < 1
Waverly Woods Golf Course Marriottsville, MD May 2017 - Aug 2017 < 1
Park Hills Golf Club Altoona, PA Mar 2017 - May 2017 < 1
The Pennsylvania State University Altoona Altoona, PA Aug 2016 - Mar 2017 < 1
Waverly Woods Golf Course Marriottsville, ME May 2016 - Aug 2016 < 1
The Pennsylvania State University Altoona Altoona, PA Aug 2015 - May 2016 < 1
Safeway Elliott City, MD Apr 2015 - Aug 2015 < 1
Howard County Public School System Ellicott City, MD Nov 2014 - Apr 2015 < 1
Sky Zone Trampoline Park Columbia, MD Aug 2014 - Nov 2014 < 1
Howard County Public School System Ellicott City, MD Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Alexander J. Cassidy
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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 derived from SEC.gov data covering 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.

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.