Cassandra Lynn Kirby
Investment adviser representative at Braun-bostich & Associates Inc.
21 yearsExperience
1 stateRegistered in
$249.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Braun-bostich & Associates Inc.Jun 2017 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Braun-bostich & Associates Inc.
$249.6MAssets managed
269Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4449859
- Firm CRD
- 288336