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Kasandra Reid

MIDDLESEX, VT
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CRD#: 7705083
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Kasandra Reid

Professional summary


Kasandra Reid, who also goes by Kassie Howe, Kasandra B Reid, Kassie B Reid, was a registered financial advisor .

Kasandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kasandra had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance


Always Fiduciary

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.
1- 06/2023 / MEMBERS Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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

September 14, 2026 - Present

MIDDLESEX, VT
Past

May 14, 2025 - June 9, 2026

GREENHILL FINANCIAL PARTNERS

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
(9/14/2026)

Exams


What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 10/9/2023
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 7/17/2023
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 2/14/2023
Securities Industry Essentials Examination

Current firm


No current employment

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


No current employment

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