Cassie L Wright

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-31
MI	RA	APPROVED	2023-11-28

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

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

Organization	City	State	From	To
Mainstay Capital Management	Grand Blanc	MI	01/2021	02/2022
Td Ameritrade	Grand Blanc	MI	08/2018	01/2021
Ross Medical Education Center	Flint	MI	05/2018	08/2018
Homemaking	Davison	MI	10/2013	05/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Grand Blanc	MI	02/2022	Present
Southern New Hampshire University	Hooksett	NH	09/2015	08/2018
Southern New Hampshire University	Hooksett	NJ	08/2018	01/2020

01/2021 → 02/2022

Mainstay Capital Management

Grand Blanc, MI
08/2018 → 01/2021

Td Ameritrade

Grand Blanc, MI
05/2018 → 08/2018

Ross Medical Education Center

Flint, MI
10/2013 → 05/2018

Homemaking

Davison, MI
02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Grand Blanc, MI
09/2015 → 08/2018

Southern New Hampshire University

Hooksett, NH
08/2018 → 01/2020

Southern New Hampshire University

Hooksett, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-27