Bryan Soo saeng Cass
Investment adviser representative at Lnw
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$12.2BFirm assets
Are you Bryan Soo saeng Cass? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Laird Norton Wetherby Wealth Management, LLCJan 2025 to now
- LnwSep 2023 to now
- Wetherby Asset ManagementDec 2021 to Dec 2024
- BNY Mellon Wealth ManagementJul 2021 to Dec 2021
- BNY Mellon Wealth ManagementSep 2017 to Jun 2021
- BNY Mellon Wealth ManagementSep 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, WA).
Lnw
Legal name: Laird Norton Wetherby Wealth Management, LLC
$12.2BAssets managed
1,149Clients
61Advisers
36 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
- 5406042
- Firm CRD
- 107341