Lisa Cassidy (CRD# 2094047) is an Investment Advisor Representative working at Cw Advisors, LLC in Boston, MA and has over 33 years of experience in the finance industry.
CRD# 4999910
Fidelity Personal And Workplace Advisors
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Congress Wealth Management LLC | Westport, CT | Jun 2021 - Current | 2 |
| First Republic Securities | Greenwich, CT | Aug 2020 - Jun 2021 | < 1 |
| Watermark Securities, Inc. | New York, NY | Apr 2019 - Jun 2020 | 1 |
| Brenton Point Wealth Advisors LLC | Westport, CT | Jul 2018 - Jun 2020 | 1 |
| Fidelity Brokerage Services | Greenwich, CT | Oct 2011 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CT
-
Total Assets Under Management6,920MILLIONS
-
Total Number of Accounts9,978ACCOUNTS
-
Average Account Value$693,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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