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Bryan Anthony Cassick

Falcon Wealth Planning, Inc.

Ontario, CA

Albany, NY

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Current Employers
Falcon Wealth Planning, Inc.

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-12
NY RA APPROVED 2026-05-12
TX RA APPROVED 2026-05-12
  • CA RA
    APPROVED
    Since 2026-05-12
  • NY RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2026-05-12

Branch Locations

3400 Inland Empire Blvd. Suite 100, Ontario, CA 91764 • United States

Albany, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Albany NY 02/2014 01/2021
Goldman Sachs & Co. Llc Cohoes NY 01/2021 06/2023
Warren Street Wealth Advisors, Llc Irvine CA 06/2023 01/2026
Unemployed Albany NY 01/2026 04/2026
Falcon Wealth Planning, Inc. Albany NY 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-23
Designations

View on SEC IAPD

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