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Cassidy Winter

Centerview Partners LLC

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About Cassidy Winter

Cassidy Winter is a registered representative at Centerview Partners LLC. Cassidy holds the Series 79TO and SIE licenses. Cassidy has been in the industry for 27 days.

Firm Information

Cassidy Winter is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Cassidy Winter’s Registration & Firm History

NY

11/20/2023 - Present

Centerview Partners LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/18/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cassidy Winter.
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