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Edward William Cassidy

Saybrus Equity Services, LLC

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About Edward William Cassidy

Edward Cassidy is a financial professional with over 30 years of experience in the industry. Edward is currently registered with Saybrus Equity Services, LLC in Hartford, CT. Edward has held previous roles at Phoenix Equity Planning Corporation and TL&A Insurance Distribution LLC. Edward holds the Series 6, 7, 22, 24, 63, and SIE licenses. Edward is registered in Florida.

Firm Information

Edward Cassidy is currently registered with Saybrus Equity Services, LLC. Saybrus Equity Services, LLC is a Limited Liability Company formed in October 2018. They are registered to conduct business in all 50 states and the District of Columbia, and have one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

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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Edward Cassidy’s Registration & Firm History

CT

08/16/2010 - Present

Saybrus Equity Services, LLC (HARTFORD CT)

CT

02/04/2009 - 09/16/2010

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CT

07/05/2006 - 02/04/2009

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CT

08/10/2004 - 07/05/2005

TL&A INSURANCE DISTRIBUTION LLC (HARTFORD CT)

CA

03/14/1990 - 07/01/2005

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

GA

01/30/1987 - 03/19/1990

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

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Licenses & Designations

BC

Issued 04/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/28/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/29/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward William Cassidy.
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