Cassidy
Steck
Pathstone
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About this Advisor
Cassidy Steck is a financial advisor based in Englewood, New Jersey, working with Pathstone. Cassidy has previously held positions at Ameriprise Financial Services Inc, The James, Merrill Lynch, Southwestern Advantage, Wisconsin State Assembly, University Of Northwestern St Paul, City Of Boulder Public Works, Morgan Stanley, Rockefeller Financial LLC, Higgins & Schmidt Wealth Strategies, LLC, University Of Wisconsin, Lpl Financial LLC, Crestone Asset Management, LLC, and Pathstone. Cassidy has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Cassidy is part of Pathstone, which operates out of Englewood, New Jersey. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$48,258,140,483
408
25,825
$1,868,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Cassidy Steck Work History
Pathstone
Crestone Asset Management, LLC
Higgins & Schmidt Wealth Strategies, LLC
Lpl Financial LLC
Rockefeller Financial LLC
Ameriprise Financial Services Inc
City Of Boulder Public Works
Morgan Stanley
The James
Merrill Lynch
Southwestern Advantage
Wisconsin State Assembly
University Of Northwestern St Paul
University Of Wisconsin
Disclosures
Please visit the SEC profile of Cassidy Steck 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 Pathstone
Englewood, NJ
Seattle, WA
Englewood, NJ
Englewood, NJ
Potomac, MD
Englewood, NJ
Boston, MA
Boulder, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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