Alyssa Cassidy Do
Investment adviser representative at Pathstone
12 yearsExperience
1 stateRegistered in
$110.3BFirm assets
16 yearsFirm in business
Are you Alyssa Cassidy Do? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- PathstoneApr 2024 to now
- Crestone Asset Management, LLCApr 2021 to Mar 2024
- Boston Private Wealth LLCOct 2017 to Apr 2021
- City National BankDec 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pathstone
Legal name: Pathstone Family Office, LLC
$110.3BAssets managed
2,244Clients
203Advisers
16 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
- 6481350
- Firm CRD
- 151736