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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Advisors, LLC 1 month, 1 week Jan 2016 - Present
Credit Suisse Lending LLC 2 years, 1 month Dec 2013 - Jan 2016
Credit Suisse Securities (USA) LLC 7 years, 4 months Sep 2008 - Jan 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated 9 years, 2 months Jul 1999 - Sep 2008
Are You
Joel Harold Kassewitz?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Joel Kassewitz

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    5
  • as of date
    Feb 5, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    5
  • as of date
    Jan 23, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Credit Suisse Securities (USA) LLC

Last updated on Jan. 21, 2016
    • $29.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15K
      Accounts
    • $1.9M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions
  • Performance-Based Fees
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