KC
Kirk M. Cassidy
C2 PRIVATE WEALTH
NOVI, MI 48377
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CRD#: 5344038
KC
Professional summary
Kirk Melbourne Cassidy is a registered financial advisor currently at C2 PRIVATE WEALTH located in Novi, Michigan.
Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kirk has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SENIOR PLANNING ADVISORS; INVESTMENT-RELATED; LIVONIA, MI; INSURANCE SERVICES; OWNER/INSURANCE AGENT; INVESTMENT RELATED; 03/2005; APPROXIMATELY 25% OF TIME SPENT IN THIS BUSINESS TS LIMITED; NON-INVESTMENT RELATED; LIVONIA, MI; MARKETING; 2% OF TIME. YASKE & ASSOCIATES, PLLC; NON-INVESTMENT RELATED; UNION LAKE, MI; CPA FIRM; 10% OF TIME. Cassidy and Associates Inc.; Non-investment related; Ann Arbor, MI; President; Holding company for Strategic Investment Advisors, LLC.; 0 hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Melbourne Cassidy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 30, 2009 - Present
C2 PRIVATE WEALTH
Office #1: 29409 Haggerty Road Suite 200, Novi, MI 48377RIA
CRD#: 151501
NOVI, MI
Past
January 12, 2009 - July 17, 2009
ENVISION INVESTMENT ADVISORS, LLC
RIA
CRD#: 143667
VICTORVILLE, CA
Past
December 4, 2008 - December 31, 2008
ENVISION INVESTMENT ADVISORS, LLC
RIA
CRD#: 143667
VICTORVILLE, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
C2 PRIVATE WEALTH
C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.
CRD#: 151501 / SEC#: 801-110692
RIA
Registered Investment Advisory firm - (5/31/2017 Approved)California
Registered Investment Advisory firm - (6/30/2017 Terminated)Michigan
Registered Investment Advisory firm - (5/31/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(5/6/2011)
IAR
Texas(1/12/2023)
Current Firm
CP
C2 PRIVATE WEALTH
C2 PRIVATE WEALTH | STRATEGIC INVESTMENT ADVISORS, LLC | STRATEGIC INVESTMENT ADVISORS, INC.
CRD#: 151501 / SEC#: 801-110692
RIA
Registered Investment Advisory firm - (5/31/2017 Approved)California
Registered Investment Advisory firm - (6/30/2017 Terminated)Michigan
Registered Investment Advisory firm - (5/31/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
29409 Haggerty Road Suite 200, Novi, MI 48377
Mailing Address
Phone number
(248) 567-6688
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 7,639 |
| AUM (Assets Under Management) | $ 1,181,835,232 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
