Michael Patrick Cassidy

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

• 05/2024 → Present
  Equitable Advisors, Llc
  New York, NY
• 01/2019 → Present
  Medway Realty
  Venice, FL
• 01/2002 → 12/2023
  West Orange Police Department
  West Orange, NJ

Other Businesses

Medway Realty, not-investment related, 7131 Curtis Ave, Suite 3, Venice, FL 34231, real estate, Real Estate Sales Associate, 1/5/2019, 10 hours per month, zero hours during securities training hours, sell homes; Hanover Township Republican Club 165 Park Avenue Whippany, NJ 07981, Vice President, Help run monthly meetings and assist club president as needed, 1/hr month and no comp; Hanover Township Republican Committee, Vice-Chair (since June 2021), 7th District Representative, Assist in running quarterly meetings and assist chair as needed, 1/hr month and no comp

Exams

• S66 Uniform Combined State Law Examination
  2024-08-10

Other Names

• Michael Cassidy