Cassandra Martin Conte
Investment adviser representative at Taylor Financial Group, Inc.
12 yearsExperience
1 stateRegistered in
$410MFirm assets
23 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
12 years in the industry.
- Taylor Financial Group, Inc.Jan 2026 to now
- Northwestern Mutual Investment Services LLCSep 2024 to Jan 2026
- Ashley RussoMay 2024 to Jan 2026
- Capitol Family OfficeSep 2022 to May 2024
- Wells Fargo AdvisorsJul 2014 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Taylor Financial Group, Inc.
$410MAssets managed
501Clients
4Advisers
23 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
- 6550107
- Firm CRD
- 116744