Cassidy Plair has been an investment adviser representative at Sustainable Advisors Alliance since December 2025, and is not listed among the firm’s executive officers or direct owners. Cassidy Plair studied Degrees in International Relations & Political Science and Philosophy at the University of California, Riverside.
Sustainable Advisors Alliance LLC is a Tulsa, OK firm with $235M under management, 559 clients and 8 advisers across 7 offices, as of its April 2026 filing.
Cassidy Plair is Director of Client Services for Laura Isanuk at Sustainable Advisors Alliance. Cassidy began a career in higher education, helping students at Compton High School prepare for college. Later roles included community relations strategy and investor relations.
- – present · under a yearLos Angeles, CA · Adviser representative · Firm CRD 312061
Professional designations
Listed by Sustainable Advisors Alliance
- CRPC™
Investment adviser representative registrations
Cassidy Plair is registered as an investment adviser representative in California, since December 2025.
- CaliforniaSince 15 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 2025 |
| SIE | Securities Industry Essentials Examination | 13 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8182219
- Firm
- Sustainable Advisors Alliance · CRD 312061
- Office
- Los Angeles, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sustainableadvisorsalliance.com
Where does Cassidy Plair work?
Cassidy Plair is an investment adviser representative registered through Sustainable Advisors Alliance LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cassidy Plair a financial advisor?
Yes. Cassidy Plair has a current investment-adviser registration in California, through Sustainable Advisors Alliance since December 2025.
How many years of experience does Cassidy Plair have?
Cassidy Plair has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Cassidy Plair passed?
Cassidy Plair has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in October 2024.
Where is Cassidy Plair based?
Cassidy Plair’s registered office is in Los Angeles, CA.
Is Cassidy Plair registered with FINRA?
No. Cassidy Plair has no current broker registration.
How can I verify Cassidy Plair’s record?
Search CRD 8182219 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cassidy Plair’s full registration record.
