KR

Kasandra B. Reid

GREENHILL FINANCIAL PARTNERS
Montpelier, VT 05602
Some features on this profile are disabled
CRD#: 7705083
KR

Professional summary


Kasandra B Reid, who also goes by Kassie Howe, Kasandra B Reid, Kassie B Reid, is a registered financial advisor currently at GREENHILL FINANCIAL PARTNERS located in Montpelier, Vermont.

Kasandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kasandra has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kassie Howe | Kasandra B Reid | Kassie B Reid

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.

CRS (Client Relationship Summary) - RIA


Click below to view Kasandra B Reid'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®
None

Experience


Current

May 14, 2025 - Present

GREENHILL FINANCIAL PARTNERS

Office #1: 64 Main St, Montpelier, VT 05602
RIA
CRD#: 329924
Montpelier, VT
Past

June 5, 2024 - May 14, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BARRE, VT
Past

June 5, 2024 - May 14, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BARRE, VT
Past

October 10, 2023 - May 16, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
MONTPELIER, VT
Past

July 17, 2023 - May 16, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
MONTPELIER, VT

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
Vermont
(5/14/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/17/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


GF
GREENHILL FINANCIAL PARTNERS
GREENHILL FINANCIAL PARTNERS | GREENHILL FINANCIAL PARTNERS LLC

CRD#: 329924 / SEC#:

Vermont
Registered Investment Advisory firm - (4/19/2024 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
18 S Main St, Rutland, VT 05701
Mailing Address
Phone number
(802) 383-6700
Established
Firm type
Fiscal year end
# of Employees
3

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.

Company Information


GREENHILL FINANCIAL PARTNERS

CRD#: 329924Montpelier, VT 05602

TRUST BUT VERIFY

Monitor Kasandra Reid

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Terry D Scipio
Terry ScipioAdvisorCheck Check Mark
SCIPIO FINANCIAL LLC
IAR
SUMMERVILLE, SC
Marc Alan Vincent
Marc VincentAdvisorCheck Check Mark
REDSTONE ADVISORS INC
IAR
WICHITA, KS
Tracy Lynn Martin
Tracy MartinAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Scottsdale, AZ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.