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 who is based out of Peabody, Massachusetts. Currently an advisor with Royal Alliance Associates, Inc, Cassidy has 18 years of professional experience as a financial advisor. Cassidy has a Series 63 license, designating the advisor as a securities agent. Cassidy is able to operate based out of Massachusetts. Cassidy has spent their career at Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Peabody, Massachusetts, and has 968 other locations across the nation. As a company, Royal Alliance Associates, Inc oversees $13 billion in assets covering 62,916 accounts and employs more than 2,951 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 38,447 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Royal Alliance Associates, Inc provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 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 Suite 300
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 19 years of experience.

2001 - Present (19 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

Andy Engebretsen
Lenoir City, TN
Gregory Kubinski
Southfield, MI
Ajay Anand
Nashville, TN
Timothy Maurer
Rochester, MI
Matthew Reichel
Wauchula, FL
Sarah Walkinshaw
Nashville, TN
Anthony Krncevic
Maumee, OH
Christopher Sabatini
Southfield, MI

This content was compiled from the SEC and FINRA.

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