Cassidy Rose Davies

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 08/2022
  Hilliard City Schools
  Columbus, OH
• 08/2018 → 09/2018
  Educational Service Center Of Central Ohio
  Columbus, OH
• 05/2018 → 08/2018
  Unemployed - Recent Graduate
  Hilliard, OH
• 08/2014 → 05/2018
  The Ohio State University
  Columbus, OH
• 05/2017 → 08/2017
  The Ohio State University Libraries
  Columbus, OH
• 06/2015 → 08/2017
  The Home Depot
  Columbus, OH
• 01/2015 → 08/2017
  Ohio State Dining Services
  Columbus, OH
• 08/2022 → Present
  Equitable Advisors Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03

Other Names

• Cassidy Dyer