CASSIDY STECK is an investment adviser representative (IAR) with state registration records since 2021, appearing at 5 firms. Currently registered with PEAK ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PEAK ASSET MANAGEMENT, LLC | 2025-08-20 | present | Yes |
| PATHSTONE | 2024-04-18 | 2025-02-20 | — |
| CRESTONE ASSET MANAGEMENT LLC | 2023-06-20 | 2024-04-12 | — |
| HIGGINS & SCHMIDT WEALTH STRATEGIES LLC | 2022-09-02 | 2023-04-19 | — |
| ROCKEFELLER FINANCIAL LLC | 2021-06-21 | 2022-08-15 | — |