BRYAN ANTHONY CASSICK is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with FALCON WEALTH PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| FALCON WEALTH PLANNING, INC. | 2026-05-12 | present | Yes |
| WARREN STREET WEALTH ADVISORS, LLC | 2023-06-15 | 2025-12-31 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2023-01-05 | 2023-06-14 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2018-05-21 | 2023-01-05 | — |