Alexander John Cassidy
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab Bank SsbNov 2020 to now
- Charles Schwab & Co., Inc.Jun 2019 to now
- The Pennsylvania State UniversityAug 2018 to May 2019
- Charles Schwab & Co.,Inc.Jun 2018 to Aug 2018
- The Pennsylvania State UniversityAug 2017 to May 2018
- Turf Valley ResportMay 2017 to Aug 2017
- Waverly Woods Golf CourseMay 2017 to Aug 2017
- Park Hills Golf ClubMar 2017 to May 2017
- The Pennsylvania State University AltoonaAug 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6971129
- Firm CRD
- 5393