Unclaimed Profile

Patrick S Cassidy

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC·SAN FRANCISCO, California

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 6124793Firm CRD# 106753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick S Cassidy · SAN FRANCISCO, CA

Registration

CRD #6124793 · CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Patrick S Cassidy is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

AUM

$1098.8B

Regulatory assets under management

Employees

857

Total firm employees

View all advisors at CHARLES SCHWAB INVESTMENT MANAGEMENT, INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: COSTS

Regulatory

SEC/IARD CRD# 6124793

Firm CRD# 106753

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick S Cassidy offer?

Patrick S Cassidy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Patrick S Cassidy's credentials?

Patrick S Cassidy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick S Cassidy located?

Patrick S Cassidy is based in SAN FRANCISCO, California, working with CHARLES SCHWAB INVESTMENT MANAGEMENT, INC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Patrick S Cassidy charge for services?

Patrick S Cassidy's firm is compensated through percentage of aum, subscription fees, other: costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLES SCHWAB INVESTMENT MANAGEMENT, INC?

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC has approximately 857 employees and manages $1098.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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