Kevin Howard Cassidy
Investment adviser representative at Osaic Wealth, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
15 years in the industry.
- Osaic Wealth, Inc.Sep 2023 to now
- Sagepoint Financial, Inc.Oct 2020 to Sep 2023
- Allworth FinancialApr 2020 to Sep 2020
- Aw SecuritiesApr 2020 to Sep 2020
- Houston Asset Management, IncJan 2020 to Apr 2020
- Investment Marketing Resources, LPMay 2018 to Apr 2020
- Sagepoint Financial, Inc.May 2018 to Aug 2018
- Sulzer Chemtech USA, IncJul 2011 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6948267
- Firm CRD
- 23131