Cassandra Kirby has been Chief Operating Officer, Chief Compliance Officer, and Private Wealth Advisor of Braun-Bostich & Associates since September 2018, is not listed as a control person, but directly owns between 25% and 50% of the firm. Cassandra Kirby holds a PennWest California.
Braun-Bostich & Associates Inc. is a Canonsburg, PA firm with $250M under management, 269 clients and 4 advisers in one office, as of its April 2026 filing.
Cassandra Kirby is Partner, COO, CCO & Private Wealth Advisor of Braun-Bostich & Associates. She is part-owner and lead advisor, and she maintains and oversees the firm's compliance program. She has been with the firm since 1999 and creates tax planning strategies for the firm's clients.
Cassandra Kirby’s longest registration was 13 years at Ameriprise Financial Services, Inc. (2003–2017). Before joining Braun-Bostich & Associates in 2017, Cassandra Kirby was registered through Ameriprise Financial Services, Inc.
- – present · 9 yearsCanonsburg, PA · Adviser representative · Firm CRD 288336
- Ameriprise Financial Services, Inc.– · 13 yearsMcMurray, PA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Braun-Bostich & Associates
- Certified Financial Planner (CFP)®
- Enrolled Agent (EA)
Investment adviser representative registrations
Cassandra Kirby is registered as an investment adviser representative in Pennsylvania, since June 2017.
- PennsylvaniaSince 2 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 January 2002 |
| Series 7 | General Securities Representative Examination | 26 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cassandra Lynn Kirby
- CRD
- 4449859
- Firm
- Braun-Bostich & Associates · CRD 288336
- Role
- Chief Operating Officer, Chief Compliance Officer, and Private Wealth Advisor
- Office
- 1600 ASHWOOD DRIVE, STE 1601, Canonsburg, PA 15317
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- braun-bostich.com
Where does Cassandra Kirby work?
Cassandra Kirby has been Chief Operating Officer, Chief Compliance Officer, and Private Wealth Advisor of Braun-Bostich & Associates Inc. since September 2018.
Is Cassandra Kirby a financial advisor?
Yes. Cassandra Kirby has a current investment-adviser registration in Pennsylvania, through Braun-Bostich & Associates since June 2017.
How many years of experience does Cassandra Kirby have?
Cassandra Kirby has 24 years in the financial industry, since January 2002, across 2 adviser firms.
What exams has Cassandra Kirby passed?
Cassandra Kirby has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2001. FINRA credited Cassandra Kirby with the SIE, which began in October 2018.
Where is Cassandra Kirby based?
Cassandra Kirby’s registered office is in Canonsburg, PA.
Is Cassandra Kirby registered with FINRA?
No. Cassandra Kirby has no current broker registration.
Is Cassandra Kirby a CFP?
Braun-Bostich & Associates lists Cassandra Kirby with the CFP credential (“Certified Financial Planner (CFP)®”) on its website. CFP Board confirms certification status.
How can I verify Cassandra Kirby’s record?
Search CRD 4449859 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cassandra Kirby’s full registration record.
