Unclaimed Profile

Daniel Philip Cassidy

PROMANAGE, LLC·CHICAGO, Illinois

SIE, Series 7TO, Series 63CFA6 years registeredPROMANAGE, LLC

130 E RANDOLPH ST, CHICAGO, IL 60601CRD# 4991897Firm CRD# 133357

Profile Verification

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

Identity

Daniel Philip Cassidy · CHICAGO, IL

Registration

CRD #4991897 · PROMANAGE, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROMANAGE, LLC

PROMANAGE, LLC

Jun 2020 – Sep 2022

Concord, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Registration record

First registered · June 22, 2020

Years registered · 6

Professional designation · CFA

Disclosure History

1986Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PROMANAGE, LLC

CRD 133357 · SEC 801-63719

AUM

$5.4B

Regulatory assets under management

Employees

6 client accounts

Services offered by PROMANAGE, LLC

Per Form ADV

Financial planning

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at PROMANAGE, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Philip Cassidy offer?

Daniel Philip Cassidy specializes in Financial Planning, Wealth Management.

What are Daniel Philip Cassidy's credentials?

Daniel Philip Cassidy holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Philip Cassidy located?

Daniel Philip Cassidy is based in CHICAGO, Illinois, last registered with PROMANAGE, LLC.

How does Daniel Philip Cassidy charge for services?

Daniel Philip Cassidy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROMANAGE, LLC?

PROMANAGE, LLC has approximately 12 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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