CS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
142 clients
Average Client Portfolio
$177K average
Assets Under Management
$25.1M
Fee Structure
This document provides information about Marshall Cassedy, who is associated with McNally Financial Services Corporation. It does not contain any fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
16414 San Pedro, Suite 930, San Antonio, TX, 78232
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Calvin volunteers as a mediator at the Bexar County Dispute Resolution Center, dedicating a few hours per week. He also works as a substitute teacher for two school districts, spending about 40% of his time on this activity during the school year.
Employment History
Current Registrations
Mcnally Financial Services Corporation
November 2007 - Present · 18 yrs 2 mos
Mcnally Financial Services Corporation Broker
March 2007 - Present · 18 yrs 10 mos
Mcnally Financial Services Corporation
March 2007 - Present · 18 yrs 10 mos
Previous Registrations
Linsco/private Ledger CORP.
January 2006 - March 2007 · 1 yr 2 mos
Linsco/private Ledger CORP. Broker
January 2006 - March 2007 · 1 yr 2 mos
Waddell & Reed, INC.Broker
February 2003 - December 2005 · 2 yrs 10 mos
Waddell & Reed, INC.
February 2003 - December 2005 · 2 yrs 10 mos
American Express Financial Advisors, INC.
November 2002 - January 2003 · 2 mos
Ids Life Insurance CompanyBroker
October 2002 - January 2003 · 3 mos
American Express Financial Advisors INC. Broker
October 2002 - January 2003 · 3 mos
State Registrations2 states
OKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.