Simon M. Cassidy
Triathlon Investment Management Llc
Financial Planner in Atherton, CA
Address:2 Parkwood Dr
Atherton, CA 94027
About Simon M. Cassidy
Simon Cassidy is a financial professional at Triathlon Investment Management Llc located in Atherton, California. Simon Cassidy holds an industry securities registration subject to FINRA oversight having passed securities examinations including S37, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Simon Cassidy provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Simon Cassidy2 Parkwood Dr
Atherton, CA 94027
Phone Number:
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Website:
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