Cassian J. Nunez

RINO INVEST WEALTH MANAGEMENT LLC

Fairburn, GA

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CRD#: 7564851

Professional summary

Cassian Joseph Nunez is a registered financial advisor currently at RINO INVEST WEALTH MANAGEMENT LLC located in Fairburn, Georgia.

Cassian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cassian has worked at 1 firm and has passed the Series 65 exam.

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 Cassian Joseph Nunez'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®

None

Experience

Current

February 16, 2024 - Present

RINO INVEST WEALTH MANAGEMENT LLC

RIA

CRD#: 322096

Fairburn, GA

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

Georgia
(2/16/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/2024

Uniform Investment Adviser Law Examination

Current Firm

RINO INVEST WEALTH MANAGEMENT LLC

CRD#: 322096 / SEC#:

Georgia

Registered Investment Advisory firm - (2/16/2024 Approved)

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Contact information

Main Address

Fairburn, GA

Mailing Address

Phone number

(877) 468-7466

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Cassian J. Nunez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassian Joseph Nunez's CRS (Customer Relationship Summary).

Certified licenses

Experience

RINO INVEST WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2024

Current Firm

RINO INVEST WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

RINO INVEST WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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