RC
Ryan D. Cass
BEACON FINANCIAL ADVISORY
CLEVELAND, OH 44122
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CRD#: 7540639
RC
Ryan David CassBEACON FINANCIAL ADVISORY
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
Always Fiduciary
Aliases
Ryan Cass
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.
I am the Operations Manager for Beacon Financial Partners and a registered representative at the broker dealer, Lincoln Investment. I do not receive any commissions for this business. Beacon Financial Advisory LLC POSITION: IAR NATURE: RIA - Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 65 START DATE: 09/05/2023 ADDRESS: 25825 Science Park Dr #110 Cleveland, OH 44122 United States DESCRIPTION: Investment advisor representative and client servicing FIXED LIFE INSURANCE AND ANNUITY SALES POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 08/01/2023 ADDRESS: 888 S. Harrison Street, Suite 900, Fort Wayne IN 46802, United States DESCRIPTION: I utilize Ash Brokerage as a life insurance broker mostly withterm life for clients who desire/need life insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan David Cass's 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®
NoneExperience
Current
September 18, 2023 - Present
BEACON FINANCIAL ADVISORY LLC
Office #1: 25825 Science Park Drive Suite 110, Cleveland, OH 44122RIA
CRD#: 174334
CLEVELAND, OH
Past
May 15, 2023 - August 27, 2026
CAPITAL ANALYSTS
RIA
CRD#: 162200
Cleveland, OH
Past
July 28, 2022 - August 27, 2026
LINCOLN INVESTMENT
BD
CRD#: 519
Cleveland, OH
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".
BF
BEACON FINANCIAL ADVISORY LLC
BEACON FINANCIAL ADVISORY LLC | TROPP O'TOOLE JAMES PRIVATE WEALTH MANAGEMENT | TARTAN WEALTH MANAGEMENT | PISTONE WEALTH ADVISORS | FNA WEALTH MANAGEMENT LTD | BEACON FINANCIAL PARTNERS
CRD#: 174334 / SEC#: 801-108381
RIA
Registered Investment Advisory firm - (9/12/2016 Approved)Ohio
Registered Investment Advisory firm - (9/14/2016 Terminated)Texas
Registered Investment Advisory firm - (9/14/2016 Terminated)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
Ohio(9/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/28/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BF
BEACON FINANCIAL ADVISORY LLC
BEACON FINANCIAL ADVISORY LLC | TROPP O'TOOLE JAMES PRIVATE WEALTH MANAGEMENT | TARTAN WEALTH MANAGEMENT | PISTONE WEALTH ADVISORS | FNA WEALTH MANAGEMENT LTD | BEACON FINANCIAL PARTNERS
CRD#: 174334 / SEC#: 801-108381
RIA
Registered Investment Advisory firm - (9/12/2016 Approved)Ohio
Registered Investment Advisory firm - (9/14/2016 Terminated)Texas
Registered Investment Advisory firm - (9/14/2016 Terminated)Loading...
Contact information
Main Address
25825 Science Park Drive Suite 110, Cleveland, OH 44122
Mailing Address
Phone number
(216) 910-1850
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,083 |
| AUM (Assets Under Management) | $ 677,635,130 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
