CASSIDY RETIREMENT GROUP
CRD #136205 SEC #801-64638 CONCORD, MA 978-371-8029
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASSIDY, DANIEL, PHILIP | I | PRESIDENT/CCO | E | Control |
| CASSIDY, DANIEL, PHILIP | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASSIDY, DANIEL, PHILIP | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASSIDY, DANIEL, PHILIP | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASSIDY, DANIEL, PHILIP | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CASSIDY, DANIEL, PHILIP | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 12, 2007 REGISTERED
Notice Filings (1)
MA
Address
66 COMMONWEALTH AVECONCORD, MA 1742
USA
Phone: 978-371-8029