Bryan A. Cassick

WARREN STREET WEALTH ADVISORS

IRVINE, CA 92618

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CRD#: 6604612

Professional summary

Bryan Anthony Cassick, CFP® is a registered financial advisor currently at WARREN STREET WEALTH ADVISORS, LLC located in Irvine, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Bryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Anthony Cassick'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®

CFP^®

Certified Financial Planner

Experience

Current

June 15, 2023 - Present

WARREN STREET WEALTH ADVISORS, LLC

Office #1: 200 Spectrum Center Drive Suite 300, Irvine, CA 92618

RIA

CRD#: 173447

IRVINE, CA

Past

January 5, 2023 - June 14, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

Cohoes, NY

Past

January 4, 2021 - June 14, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

COHOES, NY

Past

May 21, 2018 - January 5, 2023

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

COHOES, NY

Past

April 5, 2016 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, 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".

WARREN STREET WEALTH ADVISORS, LLC

WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC

CRD#: 173447 / SEC#: 801-117597

RIA

Registered Investment Advisory firm - (11/8/2019 Approved)

California

Registered Investment Advisory firm - (2/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/15/2023)

IAR

New York
(6/15/2023)

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

State Security Law Exam

IAR

Series 66

Date: 5/23/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2016

General Securities Representative Examination

Current Firm

WARREN STREET WEALTH ADVISORS, LLC

WARREN STREET WEALTH ADVISORS | WARREN STREET WEALTH ADVISORS, LLC

CRD#: 173447 / SEC#: 801-117597

RIA

Registered Investment Advisory firm - (11/8/2019 Approved)

California

Registered Investment Advisory firm - (2/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2020 Terminated)

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Contact information

Main Address

200 Spectrum Center Drive Suite 300, Irvine, CA 92618

Mailing Address

Phone number

(714) 876-6200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WARREN STREET WEALTH ADVISORS, LLC ADV PART 2A BROCHURE (2/3/2025)

Regulatory assets under management

Total Number of Accounts	1,020
AUM (Assets Under Management)	$ 457,771,459

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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Advisor Monitoring

Firm Stability Insights

Bryan A. Cassick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Anthony Cassick's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED CAPITAL FINANCIAL ADVISORS

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

WARREN STREET WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2016

Current Firm

WARREN STREET WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WARREN STREET WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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