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Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CC

Cassidy Carr

Texas·CRD #7364666
IA Rep

Investment Adviser Rep at CG ADVISORY SERVICES

Experience
5 yrs
States
1
Since
2021
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$5k
View profile
CE

Cassidy E Leonard

Illinois·CRD #7851378
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Cassidy Fowler

Pennsylvania·CRD #8016119
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CF

Cassidy Free

Texas·CRD #7260865
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Cassidy Gallagher

New York·CRD #7836650
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Cassidy Giroux

Georgia·CRD #7276275
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Cassidy Herrick Cheray

Arkansas·CRD #6044085
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
4
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CH

Cassidy Hill Schmidt

Pennsylvania·CRD #7165430
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
7 yrs
States
2
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Cassidy Jane Fisher

California·CRD #7993935
IA Rep

Investment Adviser Rep at CASTLE COAST WEALTH, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
CK

Cassidy Kohmann

Ohio·CRD #7153468
IA Rep

Investment Adviser Rep at KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CL

Cassidy Lynn Gould

Texas·CRD #6720608
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
2
Exams
4
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Cassidy Murphy

Colorado·CRD #6735935
Dual-registered

Dual-registered at FIDUCIARY FINANCIAL GROUP, LLC

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Flat Fee
Minimum
$1.5M
View profile
CP

Cassidy P Russo

Louisiana·CRD #5941658
IA Rep

Investment Adviser Rep at EAGLE STRATEGIES LLC

Experience
14 yrs
States
2
Exams
4
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
CR

Cassidy Rose Davies

Ohio·CRD #7619063
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Cassidy Schiff

Connecticut·CRD #7395759
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
4
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Cassidy Theresa Ammons

Illinois·CRD #7337231
IA Rep

Investment Adviser Rep at ESI FINANCIAL ADVISORS

Experience
5 yrs
States
1
Exams
2
Since
2021
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CB

Cassie Blazevski

Oregon·CRD #6214894
IA Rep

Investment Adviser Rep at OSAIC ADVISORY SERVICES, LLC

Experience
13 yrs
States
1
Exams
4
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Cassie L Wright

Michigan·CRD #7009068
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Cassie Marie Stancil

N/A·CRD #7806328
Dual-registered

Dual-registered at ZOE FINANCIAL, INC.

Experience
1 yrs
Exams
3
Since
2025
Est. fee
AUM / Other
View profile
CI

Cass Istvan Tokarski

South Carolina·CRD #4435865
Dual-registered

Dual-registered at WRIGHT COVE CAPITAL

Experience
23 yrs
States
1
Exams
5
Since
2003
Est. fee
AUM
Minimum
$1.0M
View profile
CN

Cassity Nicole Wingenbach

Minnesota·CRD #5310099
Dual-registered

Dual-registered at PROSPERITY - AN EISNERAMPER COMPANY

Experience
12 yrs
States
1
Exams
3
Since
2014
Fee
AUM / Hourly / Flat Fee
View profile
CJ

Cassius Johnson

New York·CRD #8067810
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Cass J Jenkins

Texas·CRD #4304584
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
1
Exams
6
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
CG

Catalina G Delgado Ascencio

California·CRD #7254991
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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