Patrick Ryan Cassidy
Investment adviser representative at Prime Capital Financial
10 yearsExperience
1 stateRegistered in
$39.1BFirm assets
9 yearsFirm in business
Are you Patrick Ryan Cassidy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
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
10 years in the industry.
- Prime Capital FinancialAug 2026 to now
- UnemployedJan 2026 to Jul 2026
- University of KansasAug 2025 to Dec 2025
- Prime Capital FinanacialJun 2025 to Jul 2025
- University of KansasAug 2020 to May 2025
- UnemployedJun 2020 to Jul 2020
- Columbus Unified High SchoolAug 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 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
- 8110540
- Firm CRD
- 288712