Frederick Nelson Cassilly
Investment adviser representative at Cassilly Financial
19 yearsExperience
4 statesRegistered in
$135.5MFirm assets
1 yearFirm 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
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Cassilly FinancialMar 2019 to now
- Northwestern Mutual Life Insurance CompanyJul 2007 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Apr 2019
- Northwestern Mutual Investment Services LLCJun 2008 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (FL, MD, TX, VA).
Cassilly Financial
Legal name: Cassilly Financial Group, LLC
$135.5MAssets managed
188Clients
2Advisers
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
- 5382800
- Firm CRD
- 300672