Cambridge Investment Research Advisors, Inc
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About this Advisor
Brian Cassidy is a financial advisor who works out of East Windsor, Connecticut with a total of 11 years of relevant experience. Cassidy currently works for Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Cassidy maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut and Texas. Cambridge Investment Research Advisors, Inc is a registered investment business headquartered in Fairfield, IA. The company has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in total assets between its 461,370 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to six charitable organizations. Of its 461,370 client accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fees largely depend on the financial services provided. Fee types billed by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
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Cambridge Investment Research Advisors, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Brian Cassidy Work History
Brian has been registered as a financial advisor for 11 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Brian Cassidy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Salt Lake City, UT
Glen Allen, VA
Staten Island, NY
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