Eric Lam
Cassedy Financial Group · Tampa, Florida
Eric Lam is a fee-only financial advisor at Cassedy Financial Group in Tampa, Florida. Cassedy Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Cassedy Financial Group |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $248.4M across 459 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6713036 |
| Exams passed | Series 66 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | cassedyfinancialgroup.com |
How Eric's firm compares
- Cassedy Financial Group's average account is about $541,000, from its Form ADV (assets managed divided by 459 accounts).
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Questions about Eric
Is Eric Lam a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Cassedy Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Cassedy Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Lam based?
Eric Lam is based in Tampa, Florida.
Is Eric Lam registered with the SEC?
Yes. Eric Lam is registered as an investment adviser representative in FL (CRD 6713036), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cassedy Financial Group manage?
Cassedy Financial Group reports $248.4M across 459 accounts in assets under management.
How do I contact Eric Lam?
Through Eric's website, cassedyfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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