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Managing Member/chief Compliance Officer · Cassilly Financial

Frederick N. Cassilly

CRD 5382800 · Named on Form ADV at one SEC-registered adviser

At a glance

Cassilly Financial, an SEC-registered wealth manager based in Severna Park, MD with $136 million in regulatory assets, lists Frederick N. Cassilly on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Cassilly FinancialManaging Member/chief Compliance OfficerWealth manager · Severna Park, MD · $136M in regulatory assets

AtlasMembers

Frederick’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
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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.

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