Cassidy Plair
Investment adviser representative at Sustainable Advisors Alliance LLC
10 yearsExperience
1 stateRegistered in
$234.8MFirm assets
5 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
10 years in the industry.
- Sustainable Advisors Alliance LLCAug 2025 to now
- Bunkley Investment & Management CompanyFeb 2024 to Aug 2025
- Bunkley Investment & Management CompanyFeb 2022 to Jan 2024
- University of HoustonNov 2018 to Jan 2022
- University of Southern CaliforniaJul 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sustainable Advisors Alliance LLC
$234.8MAssets managed
559Clients
9Advisers
5 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
- 8182219
- Firm CRD
- 312061