Francis
Cassidy

Royal Alliance Associates, Inc

CRD#2729452
Investment Advisor
in Peabody, MA

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About this Advisor

Francis Cassidy is a certified financial planner whose office is in Peabody, Massachusetts. Currently a registered financial advisor at Royal Alliance Associates, Inc, they have accumulated 17 years of professional experience as a financial advisor. Cassidy has a Series 63 license, which certifies them as a securities representative. Cassidy is registered to act as an advisor based out of Massachusetts. Cassidy has worked their career at Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is based out of Peabody, Massachusetts, and has 459 additional offices in the nation. As a company, Royal Alliance Associates, Inc manages $8 billion in assets throughout 30,657 accounts and employs more than 1,933 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Royal Alliance Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

17 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3 Centennial Drive
Peabody, MA 01960

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

MA Average: $10,121,009,343
Total Number of Employees

2,951

MA Average: 92
Total Number of Accounts

62,916

MA Average: 6,978
Average Account Size

$200,603

MA Average: $1,450,417

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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
  • Educational seminars/workshops

Francis Cassidy Work History

Francis has 17 years of experience.

2001 - Present (18 years)

Royal Alliance Associates Inc

Disclosures

Francis Cassidy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Dana Natale
Livingston, NJ
Clayton Cheney
Johnston, IA
Cory Adrian
Leawood, KS
Gavin Keeler
Anaheim, CA
Alfonso Cumplido
Warwick, RI
Evan Timmons
Henrico, VA
Andrew Schwartz
West Harrison, NY
Noah Behrend
Barrington, NH

This content was compiled from the SEC and FINRA.

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