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Bryan Anthony Cassick

Warren Street Wealth Advisors, LLC

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About Bryan Anthony Cassick

Bryan Cassick is a financial advisor with Warren Street Wealth Advisors, LLC. Bryan holds a Series 7, Series 66, and SIE securities license. Bryan is a Certified Financial Planner and has been in the financial services industry since 2014. Bryan’s previous experience includes time at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Bryan specializes in working with individuals, families, and small businesses to help them achieve their financial goals. Bryan is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Bryan Cassick is currently registered with Warren Street Wealth Advisors, LLC. Warren Street Wealth Advisors, LLC is an Irvine, California-based registered investment advisor with $457,771,459 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other clients.
Warren Street Wealth Advisors, LLC

200 SPECTRUM CENTER DRIVE

IRVINE, CA 92618

$457.77M

Assets Under Management

10

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Cassick’s Registration & Firm History

CA

06/15/2023 - Present

Warren Street Wealth Advisors, LLC (IRVINE CA)

NY

01/04/2021 - 06/14/2023

GOLDMAN SACHS & CO. LLC (COHOES NY)

NY

04/05/2016 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BOTH

Issued 05/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Anthony Cassick.
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