Michael Douglas Cassidy
Investment adviser representative at Fathom Advisors LLC
21 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Fathom Advisors LLCSep 2026 to now
- Ror Tax Professionals, LLCSep 2005 to now
- Ameriprise Financial Services, Inc.Sep 2011 to Sep 2026
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
Fathom Advisors LLC
$0Assets managed
0Clients
9Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3031277
- Firm CRD
- 343731