Ryan T. Cassidy

SYMMETRY PARTNERS

PFLUGERVILLE, TX

Some features on this profile are disabled

CRD#: 5488908

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 and FORESIDE FINANCIAL SERVICES, LLC located in Portland, Maine.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Ryan has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.

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.

1) Symmetry Partners LLC; Investment Related; Pflugerville, TX; Marketing of investment products to financial advisors; External Wholesaler; Start: 7/2026; 160 Hrs per month; Marketing investment products and services. 2) The Cassidy Umbrella Holdings Company LLC; Not Investment Related; Houston,TX; Holding Company; General Partner, managing member; Start: 4/2023; 12 hrs per month; 0 Hrs per month during trading; A holding company LLC meant to hold other LLCs and/or investment properties. Duties include bill pay and administrative work.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan T Cassidy's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 30, 2026 - Present

SYMMETRY PARTNERS

RIA

CRD#: 120982

PFLUGERVILLE, TX

Current

August 12, 2026 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

CRD#: 148477

Portland, ME

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

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".

SYMMETRY PARTNERS

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arkansas
(8/28/2026)

IAR

Connecticut
(7/30/2026)

Connecticut
(8/26/2026)

Iowa
(8/25/2026)

Kansas
(8/25/2026)

Louisiana
(8/25/2026)

Minnesota
(8/12/2026)

Missouri
(8/26/2026)

Nebraska
(8/12/2026)

North Dakota
(8/31/2026)

Oklahoma
(8/12/2026)

South Dakota
(8/12/2026)

IAR

Texas
(7/30/2026)

Texas
(8/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 8/24/2026

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 9/29/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 8/4/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SYMMETRY PARTNERS

CRD#: 120982 / SEC#: 801-61342

RIA

Registered Investment Advisory firm - (7/26/2002 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (2/27/2026)

Regulatory assets under management

Total Number of Accounts	11,419
AUM (Assets Under Management)	$ 4,730,645,660

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan T. Cassidy

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan T Cassidy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SYMMETRY PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Passed: 8/24/2026

Series 66

Passed: 9/29/2011

SIE

Passed: 10/1/2018

Series 7

Passed: 8/4/2011

FINRA

Current Firm

SYMMETRY PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYMMETRY PARTNERS

TRUST BUT VERIFY

Similar Advisors