Cassandra Smalley LLC (“CS”), doing business as Cassandra Smalley Wealth Management is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in investment making decisions.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Cassandra Smalley Wealth Management disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

CS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall CS be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if CS or a CS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

HYPERLINK DISCLOSURE: The information being provided is strictly as a courtesy/convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

CS is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information and programs made available through this website.

When you access one of these websites, you are leaving our website and assume total responsibility and risk for use of the websites you are visiting.

CS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CS’s website or incorporated herein, and takes no responsibility thereof.

Rankings:

SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right financial advisor and not indicative of future performance or representative of any one client’s experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results. The algorithm is designed to fairly compare the business practices of a large group of advisors based on quantitative and qualitative elements. Data are weighted to ensure priorities are given to dynamics such as preferred "best practices", business models, recent business activity, etc. Each variable is graded and represents a certain value for each measured component. These data are fed into an algorithm that measures thousands of advisors against each other.

Basic Requirements:

• 7 years as an Advisor.

• Minimum 1 year at current firm, with exceptions (acquisitions, etc.).

• Advisor must be recommended, and nominated, by Firm.

• Completion of online survey.

• Over 50% of revenue/production/premiums must be with individuals.

• Acceptable compliance record.

• Deep due diligence for every candidate.

For more information on the methodology visit https://www.shookresearch.com/a-methodology.html