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CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CASSADY SCHILLER WEALTH MANAGEMENT, LLC
CINCINNATI, Ohio
·
14 registered advisors
·
CRD# 129113
SEC# 801-110201
0
513-483-6652
01
Firm Overview
AUM
$517M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
14
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CASSADY SCHILLER WEALTH MANAGEMENT, LLC
14 registered advisors
Brian Christopher Stautberg
CINCINNATI, Ohio
CRD# 5508821
David John Cassady
CINCINNATI, Ohio
CRD# 5508812
David Russell Lingler
CINCINNATI, Ohio
CRD# 5508820
Harry Rueger Iv
CINCINNATI, Ohio
CRD# 7088440
Heather Marie Bucher
CINCINNATI, Ohio
CRD# 6640458
James Barry Mcgrath
CINCINNATI, Ohio
CRD# 3074399
John Hemp Eberhart
CINCINNATI, Ohio
CRD# 6028828
Lydia James Ritze
CINCINNATI, Ohio
CRD# 7239540
Marc James Wambaugh
CINCINNATI, Ohio
CRD# 2988910
Michael William Clark
CINCINNATI, Ohio
CRD# 4060431
Patricia Marie Austing
CINCINNATI, Ohio
CRD# 7239541
Robert Matthew Schiller
CINCINNATI, Ohio
CRD# 5508818
Sara Jane Evans
CINCINNATI, Ohio
CRD# 6450113
Timothy Jon Witham
CINCINNATI, Ohio
CRD# 5896121
05
Office Locations
CINCINNATI, Ohio
14 advisors
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Data sourced from SEC Form ADV filings. CASSADY SCHILLER WEALTH MANAGEMENT, LLC (CRD# 129113) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.