Lisa Cassidy
Investment adviser representative at Aegis Wealth Management, Inc.
19 yearsExperience
1 stateRegistered in
$216.5MFirm assets
7 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Aegis Wealth Management, Inc.Nov 2019 to now
- Aegis FinancialJan 2019 to now
- Lt Consulting Inc.Aug 2007 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Aegis Wealth Management, Inc.
$216.5MAssets managed
2,350Clients
23Advisers
7 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
- 7198625
- Firm CRD
- 301990