CASSEDY FINANCIAL GROUP, INC. of TAMPA, FL is an SEC-registered investment adviser (CRD 111446). Regulatory assets under management: $248.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Thomas Anderson Cassedy | FOUNDER, CHAIR AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE/SETTLER | — |
| Cameron Anderson Cassedy | PRESIDENT; VICE PRESIDENT | — |
| Cassedy Cameron Anderson | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |