Unclaimed Profile

Joseph A. Cassaro

KNOTT ASSET MANAGEMENT, LLC·CAMBRIDGE, Massachusetts

Clean record24 years registeredKNOTT ASSET MANAGEMENT, LLC

43 THORNDIKE ST, CAMBRIDGE, MA 02141-1764CRD# 4542718Firm CRD# 141640

Profile Verification

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

Identity

Joseph A. Cassaro · CAMBRIDGE, MA

Registration

CRD #4542718 · KNOTT ASSET MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KNOTT ASSET MANAGEMENT, LLC

THE PUTNAM ADVISORY COMPANY, LLC

Apr 2002 – Oct 2019

BOSTON, MA

Registrations & Exams

Registration record

First registered · April 1, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KNOTT ASSET MANAGEMENT, LLC

CRD 141640 · SEC 801-72353

AUM

$85M

Regulatory assets under management

Employees

163 client accounts

Services offered by KNOTT ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at KNOTT ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph A. Cassaro offer?

Joseph A. Cassaro specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Joseph A. Cassaro's credentials?

Joseph A. Cassaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph A. Cassaro located?

Joseph A. Cassaro is based in CAMBRIDGE, Massachusetts, last registered with KNOTT ASSET MANAGEMENT, LLC.

How does Joseph A. Cassaro charge for services?

Joseph A. Cassaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KNOTT ASSET MANAGEMENT, LLC?

KNOTT ASSET MANAGEMENT, LLC has approximately 13 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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