Royal Alliance Associates, Inc
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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
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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.
Royal Alliance Associates Inc
Francis Cassidy has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
West Harrison, NY