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Simon M. Cassidy

Triathlon Investment Management Llc

Financial Planner in Atherton, CA

Address:
2 Parkwood Dr
Atherton, CA 94027
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About Simon M. Cassidy

Simon Cassidy is a financial professional at Triathlon Investment Management Llc located in Atherton, California. Simon Cassidy holds an industry securities registration subject to FINRA oversight having passed securities examinations including S37, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Simon Cassidy provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Simon Cassidy
2 Parkwood Dr
Atherton, CA 94027

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Website:

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