Brian Cassidy
Brian Cassidy is a registered investment advisor at Duncan Financial Planning Advisors, based in East Windsor, CT, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
1 Pasco Dr, East Windsor, CT, 06088
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is an independent insurance agent for various insurance companies. He also serves on the board of directors for Johnson Memorial Hospital and has several real estate and business ventures, including a daycare center and a college counseling service, all requiring minimal time commitment.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.