Cassandra Grace Brown
Investment adviser representative at Lnw
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.2BFirm assets
Are you Cassandra Grace Brown? 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.
- LnwDec 2025 to now
- Laird Norton Wetherby Wealth Management, LLCDec 2025 to now
- Lnw Wealth Mangement, LLCFeb 2022 to Nov 2025
- UnemployedJan 2022 to Feb 2022
- Highland Private Wealth ManagementApr 2018 to Dec 2021
- Cetera Advisor NetworksApr 2014 to Mar 2018
- Terry R ColeMar 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 5956416
- Firm CRD
- 107341