# CASSIDY STECK

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PEAK ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/106944) | 2025-08-20 | present | Yes |
| [PATHSTONE](https://search.stillhousedata.com/firm/151736) | 2024-04-18 | 2025-02-20 | — |
| [CRESTONE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/108581) | 2023-06-20 | 2024-04-12 | — |
| [HIGGINS & SCHMIDT WEALTH STRATEGIES LLC](https://search.stillhousedata.com/firm/286063) | 2022-09-02 | 2023-04-19 | — |
| [ROCKEFELLER FINANCIAL LLC](https://search.stillhousedata.com/firm/291361) | 2021-06-21 | 2022-08-15 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6669322)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6669322.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.