Kasandra Reid is a registered investment advisor at Roots & Sparrow, based in Middlesex, VT, with 2 years of industry experience. Kasandra operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
Middlesex, VT
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Roots & Sparrow
September 2026 - Present · 1 mo
Previous Registrations
Greenhill Financial Partners
May 2025 - June 2026 · 1 yr 1 mo
Ameriprise Financial Services, LLC
June 2024 - May 2025 · 11 mos
Ameriprise Financial Services, LLCBroker
June 2024 - May 2025 · 11 mos
LPL Financial LLC
October 2023 - May 2024 · 7 mos
LPL Financial LLCBroker
July 2023 - May 2024 · 10 mos
State Registrations1 state
VT
Advisor
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.
Exams
No exam information available for this advisor.