RC
Ryan T. Cassidy
SYMMETRY PARTNERS
PFLUGERVILLE, TX
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CRD#: 5488908
RC
Ryan T CassidySYMMETRY PARTNERS
Professional summary
Ryan T Cassidy, CIMA®, who also goes by Ryan Thomas Cassidy, is a registered financial advisor currently at SYMMETRY PARTNERS located in Pflugerville, Texas.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ryan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Ryan Thomas Cassidy
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.
*1246282 For profit or not for profit: Entity For Profit Name of outside business organization: The Cassidy Umbrella Holdings Company LLC Investment related: N Address of business: Houston, Texas, 77064 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 4/15/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , This serves as a parent holding company that will own other llcs and properties to provide a liability shield and anonymity for the member. I will be the sole member of this holding company, with occasional bill pay and administrative responsibilities. I will not: act in the capacity of an investment advisor representative or associate of Symmetry Partners.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan T 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®
Experience
Current
July 30, 2026 - Present
SYMMETRY PARTNERS
RIA
CRD#: 120982
PFLUGERVILLE, TX
Past
October 4, 2011 - June 25, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
AUSTIN, TX
Past
August 5, 2011 - June 25, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
AUSTIN, TX
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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC
CRD#: 120982 / SEC#: 801-61342
RIA
Registered Investment Advisory firm - (7/26/2002 Approved)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
Connecticut(7/30/2026)
IAR
Texas(7/30/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | IVORY WEALTH PARTNERS | EVENTUM WEALTH MANAGEMENT, LLC
CRD#: 120982 / SEC#: 801-61342
RIA
Registered Investment Advisory firm - (7/26/2002 Approved)Loading...
Contact information
Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,419 |
| AUM (Assets Under Management) | $ 4,730,645,660 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
