Cassilly Financial

Cassilly Financial (CRD# 300672) is a financial advisory firm headquartered in Severna Park, MD. They manage $76,936,767 in 618 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
572 Baltimore Annapolis Blvd, Severna Park, MD 21146
https://www.cassillyfinancial.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $124,493
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, TX, VA

Financial Advisors at Cassilly Financial
Showing 1 - 1 of 1 top financial advisors.
1
Frederick Cassilly, financial advisor Severna Park MD
Frederick N. Cassilly
CRD#: 5382800
572 Baltimore Annapolis Blvd, Severna Park, MD 21146

Frederick Cassilly (CRD# 5382800) is an Investment Advisor Representative working at Cassilly Financial in Severna Park, MD and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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