Unclaimed Profile

Cassandra Cosslett Myers

CAPITA FINANCIAL NETWORK, LLC·SANDY, Utah

Clean recordCAPITA 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cassandra Cosslett Myers is a registered financial advisor based in SANDY, Utah, affiliated with CAPITA FINANCIAL NETWORK, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CAPITA FINANCIAL NETWORK, LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITA FINANCIAL NETWORK, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7265277

Firm CRD# 290558

View on FINRA BrokerCheck →

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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.

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