Cass Tokarski has been Member and Chief Compliance Officer of Wright Cove Capital since December 2019, is a control person of the firm and directly owns between 50% and 75% of it. Cass Tokarski holds a Degree in Finance and Management Information Systems from Villanova University.
Wright Cove Capital, LLC is a Portland, ME firm with $121M under management, 41 clients and 2 advisers across 2 offices, as of its January 2026 filing.
Cass Tokarski is Principal of Wright Cove Capital. He co-founded the firm following a Wall Street career as an institutional fixed income trader. He most recently served as Global Co-Head of Securitized Products at Cantor Fitzgerald, following nine years as a Managing Director at RBS and Greenwich Capital, where he held a variety of trading roles.
- Wright Cove CapitalCurrent– present · 6 yearsHilton Head, SC · Adviser representative · Firm CRD 307252
Professional designations
Listed by Wright Cove Capital
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Cass Tokarski is registered as an investment adviser representative in South Carolina, since May 2021.
- South CarolinaSince 11 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 August 2008 |
| Series 7 | General Securities Representative Examination | 9 October 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 August 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Cass Istvan Tokarski
- CRD
- 4435865
- Firm
- Wright Cove Capital · CRD 307252
- Role
- Member and Chief Compliance Officer
- Office
- 1000 WILLIAM HILTON PARKWAY, SUITE J15-B, Hilton Head, SC 29928
- Registration
- Investment adviser registration
- In the industry since
- April 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wrightcovecapital.com
Where does Cass Tokarski work?
Cass Tokarski has been Member and Chief Compliance Officer of Wright Cove Capital, LLC since December 2019, and is a control person of the firm.
Is Cass Tokarski a financial advisor?
Yes. Cass Tokarski has a current investment-adviser registration in South Carolina, through Wright Cove Capital since March 2020.
How many years of experience does Cass Tokarski have?
Cass Tokarski has 23 years in the financial industry, since April 2003, across 1 adviser firm.
What exams has Cass Tokarski passed?
Cass Tokarski has passed 4 licensing exams: the Series 63, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in August 2001. FINRA credited Cass Tokarski with the SIE, which began in October 2018.
Where is Cass Tokarski based?
Cass Tokarski’s registered office is in Hilton Head, SC.
Is Cass Tokarski registered with FINRA?
No. Cass Tokarski has no current broker registration.
How can I verify Cass Tokarski’s record?
Search CRD 4435865 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cass Tokarski’s full registration record.
