COLEY PATRICK CASSIDY is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2024-02-20 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2022-04-19 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2018-04-24 | — |
| WELLS FARGO INVESTMENTS, LLC | 2008-06-23 | 2011-01-03 | — |