# CRAIG RICHARD CASSIDY

CRAIG RICHARD CASSIDY is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with ROYAL FUND MANAGEMENT, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AEGIS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/301990) | 2021-09-10 | 2021-10-04 | — |
| [ROYAL FUND MANAGEMENT, LLC](https://search.stillhousedata.com/firm/144434) | 2013-05-08 | present | Yes |
| [AMERICAN ELITE RETIREMENT](https://search.stillhousedata.com/firm/152499) | 2013-02-22 | 2013-09-12 | — |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2011-06-09 | 2012-06-05 | — |
| [AMERICAN INVESTMENT SERVICES](https://search.stillhousedata.com/firm/144088) | 2009-05-19 | 2010-09-28 | — |
| [ENVISION INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/143667) | 2009-01-12 | 2009-07-22 | — |
| [ENVISION INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/143667) | 2008-03-03 | 2008-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3217032)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3217032.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.