Kevin
Cassidy
Bayridge Financial Group, Inc
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About this Advisor
Kevin Cassidy is a financial advisor based in Rockville Centre, New York, working with Bayridge Financial Group, Inc. Kevin has previously held positions at Nationwide Investment Services Corporation, Nationwide Investment Advisors, LLC, Bay Ridge Financial Group, and The Strategic Financial Alliance, Inc. Kevin has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Kevin is part of Bayridge Financial Group, Inc, which operates out of Rockville Centre, New York. The firm has 1 office and 5 employees. The firm manages assets totaling $67.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Bayridge Financial Group, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bayridge Financial Group, Inc Brokerage Details
$67,500,000
5
459
$147,059
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Kevin Cassidy Work History
Bay Ridge Financial Group
The Strategic Financial Alliance, Inc
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Disclosures
Please visit the SEC profile of Kevin 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 Bayridge Financial Group, Inc
Rockville Centre, NY
Rockville Centre, NY
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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