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Cassandra Michelle Smalley

Cassandra Smalley Wealth Management

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About Cassandra Michelle Smalley

Cassandra Smalley is a Certified Financial Planner™ and Chartered Financial Analyst® with over 14 years of experience in the financial services industry. Cassandra is a published author, offering online courses and educational webinars in addition to her role as an Investment Advisor Representative. Cassandra is registered as an Investment Advisor Representative with Cassandra Smalley Wealth Management.

Firm Information

Cassandra Smalley is currently registered with Cassandra Smalley Wealth Management. Cassandra Smalley Wealth Management is a Registered Investment Advisor (RIA) that provides financial planning, pension consulting, and educational seminars. They specialize in portfolio management for individuals and businesses. The firm manages approximately $21,363,114 in assets for 88 clients, including 12 high-net-worth individuals and 10 other individuals.

$21.36M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cassandra Smalley’s Registration & Firm History

FL

10/27/2022 - Present

Cassandra Smalley Wealth Management (SEMINOLE FL)

FL

02/07/2008 - 06/05/2012

FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)

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Licenses & Designations

IA

Issued 06/13/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cassandra Michelle Smalley.
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