MarkW. Cassidy- Financial Advisor New York, NY

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About Mark W. Cassidy

Prosperiant Wealth Management was created to deliver our clients a simplistic way to invest their money with trustworthy advisors that have their best interests at heart. We manage your money in the same way that we manage our own. Investing can be really simple or really hard, the choice is ultimately yours. When you leave it to proven and trusted professionals that have a strong process in place, you can sleep soundly at night. You are a professional in your chosen field; it is what has ultimately enabled you to save the hard earned money that you are now considering letting someone else manage. This is not an easy process which is why we are patient, understanding and take our clients finances very seriously. Most individuals don't have the time, interest or deep knowledge of finance that it takes to successfully plan and invest their life's fortune. This is where we come in. Allow us a few minutes in your busy schedule for years of future prosperity. We look forward to speaking with you!

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General Information

CRD#

5683346

Firm CRD#

326731

Name of Custodial Firm

Charles Schwab

States Licensed in

Nationwide (All 50 States)

Years of Experience in Financial Services

Work Experience

Prudential Financial, Morgan Stanley, Merrill Lynch

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC^®

Securities Licenses

Series 66, Series 6, Series 7, Series 63

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500K+

Compensation Methods

Based on Assets

Education

Bachelor's Degree - Finance

Montclair State University
09/01/2005 -05/22/2009

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892239/paladinregistry-Prosperiant-Wealth-Management,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Mark W. Cassidy

Prosperiant Wealth Management, LLC