Kevin Cassidy
Kevin Cassidy is a registered investment advisor at Bayridge Financial Group, INC., based in Rockville Centre, NY, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 447 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $750K | 1.15% |
| $750K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M+ | 0.85% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may be offered a fixed annual rate or dollar amount.
Fee Estimator
Location
330 Sunrise Hwy #110, Rockville Centre, NY, 11570
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Kevin is an independent contractor selling life insurance and fixed annuities, and also works with TEG Wellness. He is also a partner in Gatsby Spirits LLC, receiving profits from liquor sales; the insurance and annuity sales take minimal time, while TEG Wellness takes a few hours per week.
Employment History
Current Registrations
Bayridge Financial Group, INC.
The Strategic Financial Alliance, INC.
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations9 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.