Ryan David Cass
Professional Summary
Ryan David Cass, who also goes by Ryan Cass, is a registered financial advisor currently at BEACON FINANCIAL ADVISORY LLC located in Cleveland, Ohio. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan Cass
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Videos & Posts
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KEY INVESTMENT SERVICES LLC
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
4 years in the financial services industry
Current & Past Employments
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KEY INVESTMENT SERVICES LLC
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Current Firm
BEACON FINANCIAL ADVISORY LLC | TROPP O'TOOLE JAMES PRIVATE WEALTH MANAGEMENT | TARTAN WEALTH MANAGEMENT | PISTONE WEALTH ADVISORS | FNA WEALTH MANAGEMENT LTD | BEACON FINANCIAL PARTNERS
Contact Information
Main Address
25825 Science Park Drive Suite 110, Cleveland, OH 44122Phone Number
(216) 910-1850# of Employees
13SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,542AUM (Assets Under Management)
$900,724,380Similar Advisors
KEY INVESTMENT SERVICES LLC
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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KEY INVESTMENT SERVICES LLC
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Primary Firm SEC Registration
BEACON FINANCIAL ADVISORY LLC | TROPP O'TOOLE JAMES PRIVATE WEALTH MANAGEMENT | TARTAN WEALTH MANAGEMENT | PISTONE WEALTH ADVISORS | FNA WEALTH MANAGEMENT LTD | BEACON FINANCIAL PARTNERS
State Registrations and Notice Filings
(9/18/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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KEY INVESTMENT SERVICES LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan David Cass's CRS (Customer Relationship Summary).
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KEY INVESTMENT SERVICES LLC
CLEVELAND WEALTH, LLC
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