Cassedy Financial Group, Inc.

Cassedy Financial Group, Inc. (CRD# 111446) is a financial advisory firm headquartered in Tampa, FL. They manage $165,780,751 in 357 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $464,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Cassedy Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Cameron A. Cassedy
CRD#: 5856460
113 South Blvd, Suite 200, Tampa, FL 33606

Cameron Cassedy (CRD# 5856460) is an Investment Advisor Representative working at Cassedy Financial Group, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.

2
Thomas A. Cassedy
CRD#: 1052213
113 South Boulevard, Tampa, FL 33606

Thomas Cassedy (CRD# 1052213) is an Investment Advisor Representative working at Cassedy Financial Group, Inc. in Tampa, FL and has over 41 years of experience in the finance industry.

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