Kaysian Cavell Gordon

Employer firm

Kaysi Gordon Financial Planning CRD 317872

$10.0M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → 05/2019
  Ubs Financial Services
  New York, NY
• 06/2019 → 09/2020
  Commonwealth Financial Network
  Waltham, MA
• 09/2020 → 02/2022
  Clarus Group Llc
  New York, NY
• 02/2022 → Present
  Kaysi Gordon Financial Planning
  Valley Stream, NY

Previous Registrations

• 2021-08-06 → 2022-02-09
  Clarus Group Llc
  New York, NY

Other Businesses

Kaysian Gordon is an author and public speaker. The time devoted to these activities generally takes place outside of normal trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-09

Designations

• Certified Financial Planner

Other Names

• Kaysian Cavell Roberts