RIA Intelligence

CASSEDY FINANCIAL GROUP, INC.

CRD #111446 SEC #801-121550 TAMPA, FL 813-251-0004
SEC Registered
Total AUM
$222.3M
Discretionary
$119.8M
Employees
4
Clients
0
Accounts
413

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 16, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
Cassedy, Cameron, AndersonIVICE PRESIDENTNA Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
CASSEDY, THOMAS, ANDERSONIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
THOMAS A CASSEDY STOCK TRUSTDEOWNERSHIPE Control
THOMAS A CASSEDY STOCK TRUSTDEOWNERSHIPE Control

Registrations

Federal

IA
Apr 16, 2025 REGISTERED

Notice Filings (3)

FL NC TX

Address

113 SOUTH BLVD
SUITE 200
TAMPA, FL 33606
United States
Phone: 813-251-0004