Unclaimed Profile

Cassandra Cosslett Myers

CAPITA FINANCIAL NETWORK, LLC·SANDY, Utah

Series 65Clean record6 years registeredCAPITA FINANCIAL NETWORK, LLC

9980 SOUTH 300 WEST, SANDY, UT 84070CRD# 7265277Firm CRD# 290558

Profile Verification

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

Identity

Cassandra Cosslett Myers · SANDY, UT

Registration

CRD #7265277 · CAPITA FINANCIAL NETWORK, LLC · 6 years registered

Brand Profile

Not yet started

Career History

CAPITA FINANCIAL NETWORK, LLC

Jun 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 12, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITA FINANCIAL NETWORK, LLC

CRD 290558 · SEC 801-112411

AUM

$1.5B

Regulatory assets under management

Employees

4,976 client accounts

Services offered by CAPITA FINANCIAL NETWORK, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITA FINANCIAL NETWORK, LLC →

Introduction

Speak with Cassandra

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cassandra is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANDY?

Browse all registered financial advisors in SANDY, Utah or claim this profile if it's yours.

Browse SANDY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cassandra Cosslett Myers offer?

Cassandra Cosslett Myers specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANDY, Utah for a consultation.

What are Cassandra Cosslett Myers's credentials?

Cassandra Cosslett Myers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cassandra Cosslett Myers located?

Cassandra Cosslett Myers is based in SANDY, Utah, working with CAPITA FINANCIAL NETWORK, LLC. Their office serves clients in the SANDY metropolitan area and surrounding communities.

How does Cassandra Cosslett Myers charge for services?

Cassandra Cosslett Myers'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 CAPITA FINANCIAL NETWORK, LLC?

CAPITA FINANCIAL NETWORK, LLC has approximately 40 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →