Cassie Stancil is a registered investment advisor, based in New York, NY.
Location
666 Third Ave., 6th Floor, New York, NY, 10017
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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
Zoe Securities LLCBroker
December 2025 - Present · 5 mos
Zoe Financial, INC.
December 2025 - Present · 5 mos
Previous Registrations
Equitable Advisors, LLC
November 2023 - February 2024 · 3 mos
Equitable Advisors, LLCBroker
November 2023 - February 2024 · 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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.