LISA ANN CASSIDY is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with CW ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CW ADVISORS, LLC | 2021-07-01 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2020-08-03 | 2021-06-15 | — |
| BRENTON POINT WEALTH ADVISORS LLC | 2018-11-07 | 2020-06-19 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2018-08-16 | — |
| STRATEGIC ADVISERS LLC | 2013-09-18 | 2018-07-13 | — |
| UBS FINANCIAL SERVICES INC. | 2006-02-21 | 2006-11-14 | — |