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Gillian C Cassidy

Mariner

Sarasota, FL

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-01
  • FL RA
    APPROVED
    Since 2024-02-01

Branch Locations

240 S Pineapple Ave Suite 601, Sarasota, FL 34236 • 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
Mariner Wealth Advisors Sarasota FL 08/2021 Present
Allegiant Private Advisors Sarasota FL 03/2020 08/2021
College For Financial Planning Bradenton FL 05/2020 12/2021
Florida Atlantic University Boca Raton FL 08/2016 05/2020
  • 08/2021 → Present
    Mariner Wealth Advisors
    Sarasota, FL
  • 03/2020 → 08/2021
    Allegiant Private Advisors
    Sarasota, FL
  • 05/2020 → 12/2021
    College For Financial Planning
    Bradenton, FL
  • 08/2016 → 05/2020
    Florida Atlantic University
    Boca Raton, FL
Designations
Other Names
  • Gill Cassidy
  • Gilly Cassidy
  • Gg Cassidy
  • Gillian Cassidy

View on SEC IAPD

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BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

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CHRISTOPHER D'ANDREA
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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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