CASSANDRA VINCENT is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-07-14 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2018-11-14 | 2022-04-19 | — |
| U.S. BANCORP ADVISORS, LLC | 2015-01-29 | 2018-10-24 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2013-08-22 | 2014-07-18 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2013-07-10 | — |
| WELLS FARGO INVESTMENTS, LLC | 2005-07-20 | 2011-01-03 | — |