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Cassidy Jane Fisher

Castle Coast Wealth, LLC

La Jolla, CA

CRD 7993935

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Employer firm

Castle Coast Wealth, LLC CRD 298439

$424M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Castle Coast Wealth, Llc

4225 Executive Square Suite 1030, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-11
  • CA RA
    APPROVED
    Since 2024-10-11

Branch Locations

4225 Executive Square Suite 1030, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Splash Cafe San Luis Obispo CA 09/2013 09/2016
Daylight Home, Lighting & Patio San Luis Obispo CA 09/2015 09/2016
Alfano Motorcars Mercedes Benz San Luis Obispo CA 09/2016 09/2017
Sushiya San Luis Obispo CA 09/2017 09/2018
Cafe Roma San Luis Obispo CA 09/2018 09/2019
Afinida Payroll Escondido CA 06/2020 11/2020
Grand Restaurant Group Escondido CA 09/2019 01/2021
Castle Coast Wealth, Llc La Jolla CA 11/2020 Present
  • 09/2013 → 09/2016
    Splash Cafe
    San Luis Obispo, CA
  • 09/2015 → 09/2016
    Daylight Home, Lighting & Patio
    San Luis Obispo, CA
  • 09/2016 → 09/2017
    Alfano Motorcars Mercedes Benz
    San Luis Obispo, CA
  • 09/2017 → 09/2018
    Sushiya
    San Luis Obispo, CA
  • 09/2018 → 09/2019
    Cafe Roma
    San Luis Obispo, CA
  • 06/2020 → 11/2020
    Afinida Payroll
    Escondido, CA
  • 09/2019 → 01/2021
    Grand Restaurant Group
    Escondido, CA
  • 11/2020 → Present
    Castle Coast Wealth, Llc
    La Jolla, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-30
  • S65 Uniform Investment Adviser Law Examination
    2024-08-30

View on SEC IAPD

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KYLE ANDREW KRAUS
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Nearby Offices

ALPHACORE CAPITAL LLC · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · La Jolla, CA

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