Paul
Cassidy

Fisher Investments

CRD#6369214
Investment Advisor
in Plano, TX

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About this Advisor

Paul Cassidy is a financial advisor based in Plano, Texas who has 4 years of relevant experience. Cassidy works at Fisher Investments. Over the course of their career, Cassidy has held roles at Churchill Management Group and Fisher Investments. Cassidy holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Texas. Fisher Investments is a business that has its headquarters in Plano, TX. The investment advisory business has offices in 14 locations and a total of 3,349 financial advisors. It handles $192 billion in assets under management among its 269,289 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 37 charities and foundations. Of its 269,289 client accounts, 46% are held by high-net-worth clients who have more than $1 million in assets. Fisher Investments provides a number of services, including 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 and other services. Financial management fees usually vary depending on which service is provided. Fees charged by Fisher Investments most likely include any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Pkwy Ste 2050
Plano, TX 75093-8222

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Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

TX Average: $3,042,739,679
Total Number of Employees

3,349

TX Average: 49
Total Number of Accounts

269,289

TX Average: 2,315
Average Account Size

$714,467

TX Average: $1,314,358

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
  • Other

Paul Cassidy Work History

Paul has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Fisher Investments

2012 - 2019 (7 years)

Churchill Management Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul 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 Fisher Investments

Melissa Sullivan
Plano, TX
Spencer May
Camas, WA
Marcel Dumont
Tampa, FL
Frank Fontanella
Marietta, GA
Brandon Ferree
Camas, WA
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Roma Miller
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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