Cassidy Stevick has been an investment adviser representative at Columbia River Advisors since August 2016, and is not listed among the firm’s executive officers or direct owners.
Columbia River Advisors, LLC is a Tacoma, WA firm with $191M under management, 233 clients and 3 advisers across 3 offices, as of its July 2026 filing.
Cassidy Stevick’s longest registration is the current one, 10 years at Columbia River Advisors since 2016.
- Prentice Financial Planning– · under a yearOlympia, WA · Adviser representative · Firm CRD 286565
- Columbia River AdvisorsCurrent– present · 10 yearsOlympia, WA · Adviser representative · Firm CRD 154571
Investment adviser representative registrations
Cassidy Stevick is registered as an investment adviser representative in Washington, since August 2016.
- WashingtonSince 18 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cassidy Anne Stevick
- CRD
- 6598585
- Firm
- Columbia River Advisors · CRD 154571
- Office
- 2407 Pacific Avenue, Suite 2 A, Olympia, WA 98501
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Cassidy Stevick work?
Cassidy Stevick is an investment adviser representative registered through Columbia River Advisors, LLC since August 2016, and is not listed among the firm’s executive officers or direct owners.
Is Cassidy Stevick a financial advisor?
Yes. Cassidy Stevick has a current investment-adviser registration in Washington, through Columbia River Advisors since August 2016.
How many years of experience does Cassidy Stevick have?
Cassidy Stevick has 10 years in the financial industry, since August 2016, across 2 adviser firms.
What exams has Cassidy Stevick passed?
Cassidy Stevick passed the Series 65 in August 2016.
Where is Cassidy Stevick based?
Cassidy Stevick’s registered office is in Olympia, WA.
Is Cassidy Stevick registered with FINRA?
No. Cassidy Stevick has no current broker registration.
How can I verify Cassidy Stevick’s record?
Search CRD 6598585 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cassidy Stevick’s full registration record.
