Mitchell John Cassidy
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab Bank, SsbAug 2022 to now
- Charles Schwab & Co., Inc.Jun 2021 to now
- Charles Schwab & Co., Inc.Jun 2020 to Aug 2020
- Turf Valley Resort and GolfMar 2019 to Aug 2019
- Salisbury UniversityAug 2017 to May 2021
- Howard County Parks and RecreationApr 2015 to Mar 2019
- Marriotts Ridge High SchoolAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 7401868
- Firm CRD
- 5393