Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Steck is a financial advisor with over 5 years of experience in the financial industry. Cassidy has a strong background in financial planning, portfolio management and investment management. Cassidy is currently registered with Pathstone, a firm with a strong commitment to providing personalized financial advice and customized investment solutions. Cassidy specializes in working with high-net-worth individuals, families, charitable organizations, and pooled investment vehicles. Cassidy's focus is on helping clients achieve their financial goals by providing tailored strategies and investment solutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
04/18/2024 - Present
Pathstone (ENGLEWOOD NJ)
CO
09/08/2022 - 04/14/2023
LPL FINANCIAL LLC (DENVER CO)
NY
09/11/2020 - 08/15/2022
ROCKEFELLER FINANCIAL LLC (NEW YORK NY)
CO
05/09/2019 - 09/15/2020
MORGAN STANLEY (BOULDER CO)
MN
05/10/2018 - 02/07/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
BOTH
Issued 06/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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