MH
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
Marcus works as a corporate finance contractor for NBG Home, dedicating about 10-20% of his time to financial modeling and forecasting. He is also a managing member of Two Seven Investments LLC, a family-owned real estate business, spending minimal time managing operations.
Employment History
Current Registrations
Mcnally Financial Services Corporation
October 2019 - Present · 6 yrs 3 mos
Mcnally Financial Services Corporation
October 2019 - Present · 6 yrs 3 mos
Mcnally Financial Services Corporation Broker
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
September 2017 - September 2019 · 2 yrs
AXA Advisors, LLC Broker
May 2017 - September 2019 · 2 yrs 4 mos
State Registrations3 states
INTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.