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.
| Title | President |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |
Modern Wealth Management, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |