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Cassidy Richardson

Allegheny Financial Group Ltd.

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About Cassidy Richardson

Cassidy Richardson is a financial advisor registered with Allegheny Financial Group Ltd. in Pittsburgh, PA. Cassidy has been in the industry since 2016 and has experience providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Cassidy holds Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner.

Firm Information

Cassidy Richardson is currently registered with Allegheny Financial Group Ltd.. Allegheny Financial Group Ltd. is a registered investment advisor based in Pittsburgh, Pennsylvania. The firm provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. They manage over $4.4 billion in assets, with a focus on providing personalized, comprehensive financial solutions.
Allegheny Financial Group Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$4.47B

Assets Under Management

50

Total Clients

4

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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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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other

Performance based fees pd to gps of affiliated entities

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Cassidy Richardson’s Registration & Firm History

PA

12/20/2024 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

PA

02/16/2016 - 12/15/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 05/10/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassidy Richardson.
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