Cassidy Fisher has been an investment adviser representative at Castle Coast Wealth since October 2024, and is not listed among the firm’s executive officers or direct owners.
Castle Coast Wealth, LLC is a La Jolla, CA firm with $424M under management, 306 clients and 4 advisers across 3 offices, as of its August 2026 filing.
- Castle Coast Wealth, LLCCurrent– present · 2 yearsLa Jolla, CA · Adviser representative · Firm CRD 298439
Investment adviser representative registrations
Cassidy Fisher is registered as an investment adviser representative in California, since October 2024.
- CaliforniaSince 11 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cassidy Jane Fisher
- CRD
- 7993935
- Firm
- Castle Coast Wealth · CRD 298439
- Office
- 4225 EXECUTIVE SQUARE, SUITE 1030, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Cassidy Fisher work?
Cassidy Fisher is an investment adviser representative registered through Castle Coast Wealth, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cassidy Fisher a financial advisor?
Yes. Cassidy Fisher has a current investment-adviser registration in California, through Castle Coast Wealth since October 2024.
How many years of experience does Cassidy Fisher have?
Cassidy Fisher has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Cassidy Fisher passed?
Cassidy Fisher passed the Series 65 in August 2024.
Where is Cassidy Fisher based?
Cassidy Fisher’s registered office is in La Jolla, CA.
Is Cassidy Fisher registered with FINRA?
No. Cassidy Fisher has no current broker registration.
How can I verify Cassidy Fisher’s record?
Search CRD 7993935 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cassidy Fisher’s full registration record.
- Kent KeisterChief Compliance Officer
Charles GillespieOwner, Managing Member, Principal- Tyler StearnsPartner and Wealth Manager