Adviser and broker representative · D.a. Davidson & Co.
Kassie L. Longfellow
CRD 5791652 · Great Falls, MT
At a glance
Kassie L. Longfellow is an investment adviser representative with D.a. Davidson & Co. in Great Falls, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kassie’s SEC record dates to 2011, about 15 years ago. Kassie is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- D.a. Davidson & Co.Since January 2014Great Falls, MT · $42B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kassie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.