DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Bryan Anthony Cassick
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since May 12, 2026
In the industry
12 y
since Feb 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Falcon Wealth Planning, Inc. independent RIA currentsince May 12, 2026 · Ontario, Ca
- Warren Street Wealth Advisors, LLC independent RIAJun 15, 2023 to Dec 31, 2025 · Irvine, Ca
- United Capital Financial Advisors independent RIAJan 5, 2023 to Jun 14, 2023 · Cohoes, Ny
- Goldman Sachs Wealth Services, L.P. BD affiliatedMay 21, 2018 to Jan 5, 2023 · Albany, Ny
Moves
a registration end followed by a registration begin elsewhere
- Warren Street Wealth Advisors, LLC to Falcon Wealth Planning, Inc.left Dec 31, 2025, registered May 12, 2026 (132 days) · RIA to RIA
- United Capital Financial Advisors to Warren Street Wealth Advisors, LLCleft Jun 14, 2023, registered Jun 15, 2023 (1 days) · Affiliated broker-dealer or bank to independent RIA
- Goldman Sachs Wealth Services, L.P. to United Capital Financial Advisorsleft Jan 5, 2023, registered Jan 5, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Signals
- Bryan Anthony Cassick left Warren Street Wealth Advisors, Llc for Falcon Wealth Planning, Inc. (registered 2026-05-12)Dec 31, 2025 · Advisor changed firm · fact
- Bryan Anthony Cassick left United Capital Financial Advisors for Warren Street Wealth Advisors, Llc (registered 2023-06-15)Jun 14, 2023 · Advisor changed firm · fact
- Bryan Anthony Cassick left Goldman Sachs Wealth Services, L.P. for United Capital Financial Advisors (registered 2023-01-05)Jan 5, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address