Cassidy A. Stevick

COLUMBIA RIVER ADVISORS

Olympia, WA 98501

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CRD#: 6598585

Professional summary

Cassidy Anne Stevick is a registered financial advisor currently at COLUMBIA RIVER ADVISORS located in Olympia, Washington.

Cassidy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cassidy 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassidy Anne Stevick'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

August 18, 2016 - Present

COLUMBIA RIVER ADVISORS

Office #1: 2407 Pacific Avenue, Suite 2 A, Olympia, WA 98501

RIA

CRD#: 154571

Olympia, WA

Past

August 17, 2017 - July 25, 2018

PRENTICE FINANCIAL PLANNING, LLC

RIA

CRD#: 286565

Olympia, WA

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".

COLUMBIA RIVER ADVISORS

CRD#: 154571 / SEC#: 801-71970

RIA

Registered Investment Advisory firm - (11/24/2010 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

Washington
(8/18/2016)

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 65

Date: 8/18/2016

Uniform Investment Adviser Law Examination

Current Firm

COLUMBIA RIVER ADVISORS

CRD#: 154571 / SEC#: 801-71970

RIA

Registered Investment Advisory firm - (11/24/2010 Approved)

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Contact information

Main Address

1927 Dock Street, Tacoma, WA 98402

Mailing Address

Phone number

(253) 589-1401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRA FORM ADV PART 2 A&B 2025-03 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	693
AUM (Assets Under Management)	$ 189,572,914

Red Flags

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

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Cassidy A. Stevick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassidy Anne Stevick's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBIA RIVER ADVISORS

PRENTICE FINANCIAL PLANNING, LLC

Primary Firm SEC Registration

COLUMBIA RIVER ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2016

Current Firm

COLUMBIA RIVER ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBIA RIVER ADVISORS

TRUST BUT VERIFY

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