Cassidy Jane Fisher
Investment adviser representative at Castle Coast Wealth, LLC
4 yearsExperience
1 stateRegistered in
$423.7MFirm assets
6 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
4 years in the industry.
- Castle Coast Wealth, LLCNov 2020 to now
- Afinida PayrollJun 2020 to Nov 2020
- Grand Restaurant GroupSep 2019 to Jan 2021
- Cafe RomaSep 2018 to Sep 2019
- SushiyaSep 2017 to Sep 2018
- Alfano Motorcars Mercedes BenzSep 2016 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Castle Coast Wealth, LLC
$423.7MAssets managed
306Clients
5Advisers
6 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
- 7993935
- Firm CRD
- 298439