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Michael Joseph Cassidy

Strategic Advisers LLC

Commack, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Commack, NY • 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
Janney Montegomery Scott, Llc. Garden City NY 11/2018 05/2020
Janney Montegomery Scott, Llc. Garden City NY 05/2020 02/2021
Craig James Financial Services, Llc. Melville NY 05/2017 08/2017
Ufc Gym New Hyed Park NY 02/2016 08/2018
Allstate Insurance Melville NY 08/2017 11/2018
Farmingdale State College (Undergraduate Degree) Farmingdale NY 09/2016 05/2018
Farmingdale State College (Undergraduate Degree) Farmingdale NY 09/2019 05/2020
Molloy College (Undergraduate Degree) Rockville Centre NY 09/2018 05/2019
Fidelity Investments Plainview NY 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 05/2020
    Janney Montegomery Scott, Llc.
    Garden City, NY
  • 05/2020 → 02/2021
    Janney Montegomery Scott, Llc.
    Garden City, NY
  • 05/2017 → 08/2017
    Craig James Financial Services, Llc.
    Melville, NY
  • 02/2016 → 08/2018
    Ufc Gym
    New Hyed Park, NY
  • 08/2017 → 11/2018
    Allstate Insurance
    Melville, NY
  • 09/2016 → 05/2018
    Farmingdale State College (Undergraduate Degree)
    Farmingdale, NY
  • 09/2019 → 05/2020
    Farmingdale State College (Undergraduate Degree)
    Farmingdale, NY
  • 09/2018 → 05/2019
    Molloy College (Undergraduate Degree)
    Rockville Centre, NY
  • 03/2021 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
  • 2020-12-22 → 2021-02-23
    Garden City, NY
Other Businesses

OBA-126954|OrgNmn:Cassidy's Services|Org Addr:Dix Hills ,New York,US|OBA Nature:Local services - Snow removal,|Invst Rel:N|Title:CEO|Duties:Interact with customer's. Offering and providing a service.|StrtDt:01-26-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-19
  • S66 Uniform Combined State Law Examination
    2020-12-19
Designations

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