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Kevin William Cassidy

Bayridge Financial Group, Inc.

Rockville Centre, NY

CRD 3208815

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Employer firm

Bayridge Financial Group, Inc. CRD 296831

$94.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Bayridge Financial Group, Inc.

330 Sunrise Hwy #110, Rockville Centre, NY 11570 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-02
  • NJ RA
    APPROVED
    Since 2026-01-02

Branch Locations

330 Sunrise Hwy #110, Rockville Centre, NY 11570 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Investment Services Corporation Timonium MD 04/2002 02/2020
Nationwide Investment Advisors, Llc Columbus OH 12/2006 02/2020
The Strategic Financial Alliance, Inc, Atlanta GA 02/2020 Present
Bay Ridge Financial Group Brooklyn NY 02/2022 Present
  • 04/2002 → 02/2020
    Nationwide Investment Services Corporation
    Timonium, MD
  • 12/2006 → 02/2020
    Columbus, OH
  • 02/2020 → Present
    The Strategic Financial Alliance, Inc,
    Atlanta, GA
  • 02/2022 → Present
    Bay Ridge Financial Group
    Brooklyn, NY
Previous Registrations
  • 2006-12-05 → 2020-02-19
    Columbus, OH
  • 2006-08-09 → 2006-12-05
    Nationwide Investment Services Corporation
    Troy, NY
    Hunt Valley, MD
    Cinnaminson, NJ
    Pottstown, PA
    Timonium, MD
    Cinnaminson, NJ
    Troy, NY
    Columbia, MD
    Jenkintown, PA
Other Businesses

-1- Name: Outside life insurance and fixed annuities Position: Independent Contractor Nature: Outside fixed annuities Investment Related: Yes Hours: 4Securities Trading Hours: 4 Start Date: 10/26/2023 Address: 330 Sunrise Hwy, ste 110, Rockville Centre NY 11570, United States Description: Advisor -2- TEG Wellness Address: 400 W Main Street, Babylon, NY 11702 Independent Contractor 10 hours per month, 1 hour per securities trading hours Wellness program that helps the employer and employees.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-29
  • S66 Uniform Combined State Law Examination
    2006-06-29

View on SEC IAPD

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