Ryan David Cass
Investment adviser representative at Beacon Financial Advisory LLC
12 yearsExperience
1 stateRegistered in
$900.7MFirm assets
10 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Beacon Financial Advisory LLCSep 2022 to now
- Lincoln InvestmentJun 2022 to now
- Beacon Financial PartnersApr 2022 to now
- Swagelok CompanyMay 2018 to Apr 2022
- Bwi GroupMay 2017 to Aug 2017
- Hobart Filler MetalsAug 2016 to Dec 2016
- University of DaytonAug 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Beacon Financial Advisory LLC
$900.7MAssets managed
1,556Clients
13Advisers
10 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
- 7540639
- Firm CRD
- 174334