Bryan S. Cass

LNW

New York, NY 10020

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CRD#: 5406042

Professional summary

Bryan Soo Saeng Cass, who also goes by Bryan S Cass, Bryan Soosaeng Cass, Bryan Yong-yi Lee, is a registered financial advisor currently at LNW located in New York, New York and LNW located in New York, New York.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryan has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan S Cass | Bryan Soosaeng Cass | Bryan Yong-Yi Lee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Soo Saeng Cass's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 19, 2023 - Present

LNW

Office #1: One Rockefeller Plaza, Suite 2610, New York, NY 10020

RIA

CRD#: 107341

New York, NY

Current

March 4, 2025 - Present

LNW

Office #1: One Rockefeller Plaza Suite 2610, New York, NY 10020

RIA

CRD#: 113400

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445

RIA

Registered Investment Advisory firm - (4/27/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/19/2023)

IAR

New York
(9/19/2023)

IAR

Washington
(3/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LNW

KARETSKY/WETHERBY ASSET MANAGEMENT | WETHERBY ASSET MANAGEMENT LLC | WETHERBY ASSET MANAGEMENT | LNW | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD#: 107341 / SEC#: 801-36445

RIA

Registered Investment Advisory firm - (4/27/1990 Approved)

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Contact information

Main Address

801 Second Avenue, Suite 1600, Seattle, WA 98104

Mailing Address

Phone number

(206) 464-5100

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC DECEMBER 2025 (12/3/2025)

Regulatory assets under management

Total Number of Accounts	6,068
AUM (Assets Under Management)	$ 12,230,221,045

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2024	Cover Page	Report
01/25/2024	Cover Page	Report
02/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan S. Cass

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Soo Saeng Cass's CRS (Customer Relationship Summary).

Certified licenses

Experience

LNW

LNW

Primary Firm SEC Registration

LNW

State Registrations and Notice Filings

Exams

Current Firm

LNW

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LNW

TRUST BUT VERIFY

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