Cassandra M. Smalley
Professional summary
Cassandra Michelle Smalley, CFP®, who also goes by Cassandra Michelle Gaylor, Cassandra M Smalley, is a registered financial advisor currently at CASSANDRA SMALLEY WEALTH MANAGEMENT located in Seminole, Florida.
Cassandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Cassandra has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cassandra Michelle Smalley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
October 27, 2022 - Present
CASSANDRA SMALLEY WEALTH MANAGEMENT
July 30, 2012 - August 23, 2022
CI DOYLE PRIVATE WEALTH, LLC
February 7, 2008 - June 5, 2012
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/27/2022)
Exams
Current Firm
CASSANDRA SMALLEY WEALTH MANAGEMENT
CRD#: 323176 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 21,363,114 |
Red Flags
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