RC
Ryan D. Cass
CAPITAL ANALYSTS
Cleveland, OH 44122
Some features on this profile are disabled
CRD#: 7540639
RC
Professional summary
Ryan David Cass, who also goes by Ryan Cass, is a registered financial advisor currently at CAPITAL ANALYSTS located in Cleveland, Ohio and BEACON FINANCIAL ADVISORY LLC located in Cleveland, Ohio.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.
Question & Answer
Are you a "fiduciary"?
Yes
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
May 15, 2023 - Present
CAPITAL ANALYSTS
Office #1: 25825 Science Park Dr. Suite 110, Cleveland, OH 44122RIA
CRD#: 162200
Cleveland, OH
Current
September 18, 2023 - Present
BEACON FINANCIAL ADVISORY LLC
Office #1: 25825 Science Park Drive Suite 110, Cleveland, OH 44122RIA
CRD#: 174334
Cleveland, OH
Current
July 28, 2022 - Present
LINCOLN INVESTMENT
Office #1: 25825 Science Park Drive Suite 110, Cleveland, OH 44122RIA
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".
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
Registered Investment Advisory firm - (4/17/2012 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/7/2025)
RR
California(7/7/2025)
RR
Colorado(7/7/2025)
RR
Florida(7/7/2025)
RR
Georgia(7/7/2025)
RR
Louisiana(7/7/2025)
RR
Maryland(7/7/2025)
RR
Massachusetts(7/7/2025)
RR
New Jersey(7/7/2025)
RR
New Mexico(7/7/2025)
RR
New York(7/7/2025)
RR
North Carolina(9/6/2023)
RR
Ohio(5/15/2023)
IAR
Ohio(5/15/2023)
RR
Pennsylvania(7/7/2025)
RR
Texas(7/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/28/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CAPITAL ANALYSTS
CAI ACQUISITION, INC | THE LINCOLN INVESTMENT COMPANIES | CAPITAL ANALYSTS, LLC | CAPITAL ANALYSTS, INC | CAPITAL ANALYSTS
CRD#: 162200 / SEC#: 801-74614
RIA
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Contact information
Main Address
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232
Mailing Address
Phone number
(800) 242-1421
Established
Firm type
Fiscal year end
# of Employees
739
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 26,578 |
| AUM (Assets Under Management) | $ 8,713,202,466 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/28/2024 | ||
| 09/27/2023 | ||
| 03/29/2023 |
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.
