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Alyssa Cassidy Do

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
2,219 clients
Average Client Portfolio
$45.3M average
Assets Under Management
$100.4B

Fee Structure

Pathstone's fees vary based on the services you select. They may charge asset-based fees (tiered or fixed percentage), fixed/flat fees, management fees, performance fees, or other arrangements. Fees are negotiable based on the complexity and scope of the relationship. Clients are also responsible for third-party expenses like brokerage costs and custodian fees. The firm does not provide a percentage or dollar range of fees in its Form ADV.

Areas of Practice
Investment ManagementEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
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Advisor Information

Office location

1900 Avenue of the Stars, Suite 970, Los Angeles, CA, 90067

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Regulatory 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.

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Employment History
Current Registrations
Pathstone
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Crestone Asset Management LLC
May 2021 - April 2024 · 2 yrs 11 mos
Boston Private Wealth
November 2017 - April 2021 · 3 yrs 5 mos
City National Securities, INC.
October 2015 - October 2017 · 2 yrs
City National Securities, INC. Broker
May 2015 - October 2017 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.