Gassan Joseph Kassira
Investment adviser representative at Kassira Wealth Management, LLC
8 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$135.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Llk Leasing, LLCSep 2016 to now
- Kassira Wealth Management, LLCNov 2012 to now
- Kassira Wealth Mangement, LLCJul 2012 to now
- 360 Rigging, LLCAug 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 5 states (CO, MD, TN, TX, VA).
Kassira Wealth Management, LLC
$135.9MAssets managed
219Clients
2Advisers
1 yearIn 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
- 4458114
- Firm CRD
- 165070