Mark Cassidy is a registered investment advisor at Prosperiant Wealth Management, LLC, based in Westfield, NJ, with 16 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 47 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Westfield, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Prosperiant Wealth Management, LLC
Previous Registrations
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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