Kirk Melbourne Cassidy
Investment adviser representative at C2 Private Wealth
23 yearsExperience
2 statesRegistered in
$1.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Yaske & Associates, PllcDec 2023 to now
- C2 Private WealthJan 2023 to now
- Cassidy and Associates Inc.Nov 2021 to now
- Ts LimitedDec 2015 to now
- Retirement Education FoundationJul 2015 to now
- Brc Holdings, LLCFeb 2013 to now
- Senior Planning Advisors - Ann Arbor, Inc.Nov 2012 to now
- Strategic Investment Advisors, Inc.Mar 2007 to now
- Senior Planning Advisors, Inc.Mar 2005 to now
- Bntc Investments, LLCMar 2003 to now
- Senior Planning Advisors-california, Inc.Mar 2007 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
C2 Private Wealth
Legal name: Strategic Investment Advisors, LLC
$1.8BAssets managed
2,066Clients
14Advisers
9 yearsIn 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
- 5344038
- Firm CRD
- 151501