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F•••••••• N••••• C•••••••
- Title
- Principalreportedcassillyfinancial.comfirm site, Sep 16, 2026
- Business email
- freddie@cassillyfinancial.comreportedcassillyfinancial.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.comreportedcassillyfinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C••••••• F•••••••• independent RIA currentsince Nov 27, 2019 · Severna Park, Md
- N••••••••• M••••• I••••••••• S••••••••• no RAUMFeb 15, 2011 to Apr 5, 2019 · Annapolis, Md
- N••••••••• M••••• I••••••••• S••••••••• to C••••••• F••••••••left Apr 5, 2019, registered Nov 27, 2019 (236 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address