Julian P. Cash
Professional summary
Julian P Cash is a registered financial advisor currently at SAVRIN located in New Canaan, Connecticut.
Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Julian has worked at 2 firms and has passed the Series 63, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julian P Cash's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2018 - Present
SAVRIN
November 20, 2003 - October 27, 2014
CANTOR FITZGERALD & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2018)
(3/21/2023)
Exams
Series 55
Date: 1/9/2004
Limited Representative-Equity Trader ExamCurrent Firm
SAVRIN
CRD#: 291554 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 7,025,000 |
Red Flags
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