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Alyssa Cassidy Do

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
2,219 clients
Average Client Portfolio
$45.3M average
Assets Under Management
$100.4B

Fee Structure

Minimum Investment:$10M
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Location

1900 Avenue of the Stars, Suite 970, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Pathstone
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Crestone Asset Management LLC
May 2021 - April 2024 · 2 yrs 11 mos
Boston Private Wealth
November 2017 - April 2021 · 3 yrs 5 mos
City National Securities, INC.
October 2015 - October 2017 · 2 yrs
City National Securities, INC.Broker
May 2015 - October 2017 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.