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Brian Patrick Cassidy

PresidentCrestview Advisors, L.L.C.CRD 2800010

About Brian Patrick Cassidy

Brian Patrick Cassidy is listed as President at Crestview Advisors, L.L.C. in New York, NY. Form ADV reports a beneficial ownership band of 25-50%. Brian Patrick Cassidy is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Crestview Advisors, L.L.C.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Patrick Cassidy work?

Brian Patrick Cassidy is listed as President at Crestview Advisors, L.L.C. on SEC Form ADV.

How much of Crestview Advisors, L.L.C. does Brian Patrick Cassidy own?

Form ADV reports a beneficial ownership band of 25-50%.

Crestview Advisors, L.L.C.

TitlePresident
Ownership25-50%
Control personYes
Since2023
View Crestview Advisors, L.L.C. →

Modern Wealth Management, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2023
View Modern Wealth Management, LLC →