Cameron Anderson Cassedy
Investment adviser representative at Cassedy Financial Group, Inc.
16 yearsExperience
2 statesRegistered in
$248.4MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Cassedy Financial Group, Inc.Sep 2018 to now
- First Allied Advisory Services, Inc.Feb 2019 to May 2022
- First Allied Securities, IncSep 2018 to May 2022
- The Vanguard Group, Inc.Oct 2010 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cassedy Financial Group, Inc.
$248.4MAssets managed
186Clients
3Advisers
5 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
- 5856460
- Firm CRD
- 111446