Unclaimed Profile

Cassandra Lynn Kirby

BRAUN-BOSTICH & ASSOCIATES INC.·CANONSBURG, Pennsylvania

SIE, Series 7, Series 66Clean record23 years registeredBRAUN-BOSTICH & ASSOCIATES INC.

1600 ASHWOOD DRIVE, CANONSBURG, PA 15317CRD# 4449859Firm CRD# 288336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cassandra Lynn Kirby · CANONSBURG, PA

Registration

CRD #4449859 · BRAUN-BOSTICH & ASSOCIATES INC. · 23 years registered

Brand Profile

Not yet started

Career History

BRAUN-BOSTICH & ASSOCIATES INC.

Jun 2017 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2003 – Jun 2017

MCMURRAY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 14, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRAUN-BOSTICH & ASSOCIATES INC.

CRD 288336 · SEC 801-110570

AUM

$204M

Regulatory assets under management

Employees

947 client accounts

Services offered by BRAUN-BOSTICH & ASSOCIATES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRAUN-BOSTICH & ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does Cassandra Lynn Kirby offer?

Cassandra Lynn Kirby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.

What are Cassandra Lynn Kirby's credentials?

Cassandra Lynn Kirby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cassandra Lynn Kirby located?

Cassandra Lynn Kirby is based in CANONSBURG, Pennsylvania, working with BRAUN-BOSTICH & ASSOCIATES INC.. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.

How does Cassandra Lynn Kirby charge for services?

Cassandra Lynn Kirby's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRAUN-BOSTICH & ASSOCIATES INC.?

BRAUN-BOSTICH & ASSOCIATES INC. has approximately 7 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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