CP
Coley Patrick Cassidy
CRD 2705751
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Rockefeller Financial Llc | Registered representative | 07/20/2026 |
| Rockefeller & Co. Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗