Bryan D. Cast
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bryan D Cast, who also goes by Bryan David Cast, was a registered financial professional .
Bryan is a previously registered financial professional and started their career in finance in 2016. Bryan had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 18, 2017 - August 4, 2025
CAST FINANCIAL
December 22, 2016 - June 13, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
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Exams
Current Firm
CAST FINANCIAL
CRD#: 289302 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 14,477,599 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
