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President · Cassedy Financial Group, Inc.

Cameron A. Cassedy

CRD 5856460 · Named on Form ADV at one SEC-registered adviser

At a glance

Cassedy Financial Group, Inc., an SEC-registered wealth manager based in Tampa, FL with $248 million in regulatory assets, lists Cameron A. Cassedy on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Cameron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas A. CassedyFounder, Chair and Chief Compliance Officer, Cassedy Financial Group, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cameron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.