Cameron A. Cassedy

CASSEDY FINANCIAL GROUP

TAMPA, FL 33606

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CRD#: 5856460

Professional summary

Cameron Anderson Cassedy, who also goes by Cameron Cassedy, is a registered financial advisor currently at CASSEDY FINANCIAL GROUP, INC. located in Tampa, Florida.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Cameron has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cameron Cassedy

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) Real Estate; Landlord; Real Estate (Rental Property/Passive Investment. Start date 09/01/2018; zero hours per month during trading hours. 2) Davis Island Civic Association; Non- Investment related; Address: Tampa, Florida; Nature of Business: neighborhood improvement group similar to an HOA; Position: Board member; Hours per month: 1-2 hours; 3) Tampa Bay History Center Foundation; Non- Investment related; Address: Tampa, Florida; Nature of Business:Oversees Endowment for the Tampa Bay History Center; Position: Trustee; Start Date: May 2024; Hours per month: 1-2 4) Club of Tampa ; Non- Investment related; Address: Tampa, Florida; Nature of Business: non profit civic organization; Position: Executive board/Treasurer; Hours per month: 1-2

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Anderson Cassedy'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®

None

Experience

Current

January 3, 2020 - Present

CASSEDY FINANCIAL GROUP, INC.

Office #1: 113 South Blvd Suite 200, Tampa, FL 33606

RIA

CRD#: 111446

TAMPA, FL

Past

November 12, 2020 - May 24, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

TAMPA, FL

Past

March 13, 2019 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

Tampa, FL

Past

January 4, 2019 - May 24, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

TAMPA, FL

Past

November 5, 2010 - September 27, 2012

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

CASSEDY FINANCIAL GROUP, INC.

CRD#: 111446 / SEC#: 801-121550

RIA

Registered Investment Advisory firm - (6/21/2021 Approved)

Florida

Registered Investment Advisory firm - (5/18/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(1/3/2020)

IAR

Texas
(6/23/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/25/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/15/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/5/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/4/2019

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/4/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CASSEDY FINANCIAL GROUP, INC.

CRD#: 111446 / SEC#: 801-121550

RIA

Registered Investment Advisory firm - (6/21/2021 Approved)

Florida

Registered Investment Advisory firm - (5/18/2022 Terminated)

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Contact information

Main Address

113 South Blvd Suite 200, Tampa, FL 33606

Mailing Address

Phone number

(813) 251-0004

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CASSEDY FINANCIAL GROUP, INC. FORM ADV PART 2A MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	413
AUM (Assets Under Management)	$ 222,327,489

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.

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Advisor Monitoring

Firm Stability Insights

Cameron A. Cassedy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Anderson Cassedy's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CASSEDY FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/25/2019

Series 63

Date: 11/15/2010

SIE

Date: 1/5/2019

Series 7

Date: 1/4/2019

Series 6

Date: 11/4/2010

Current Firm

CASSEDY FINANCIAL GROUP, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASSEDY FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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