Ryan Cass has been an investment adviser representative at Beacon Financial Advisory since September 2023, and is not listed among the firm’s executive officers or direct owners.
Beacon Financial Advisory LLC is a Cleveland, OH firm with $901M under management, 1,556 clients and 13 advisers across 5 offices, as of its March 2026 filing.
Ryan Cass’ longest registration was 3 years at Capital Analysts (2023–2026). Before joining Beacon Financial Advisory in 2023, Ryan Cass was registered through Capital Analysts.
- – present · 3 yearsCleveland, OH · Adviser representative · Firm CRD 174334
- Capital Analysts– · 3 yearsCleveland, OH · Adviser representative · Firm CRD 162200
Investment adviser representative registrations
Ryan Cass is registered as an investment adviser representative in Ohio, since September 2023.
- OhioSince 18 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 May 2023 |
| Series 7TO | General Securities Representative Examination | 28 July 2022 |
| SIE | Securities Industry Essentials Examination | 4 May 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Ryan David Cass
- CRD
- 7540639
- Firm
- Beacon Financial Advisory · CRD 174334
- Office
- 25825 SCIENCE PARK DRIVE, SUITE 110, Cleveland, OH 44122
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Cass work?
Ryan Cass is an investment adviser representative registered through Beacon Financial Advisory LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Ryan Cass a financial advisor?
Yes. Ryan Cass has a current investment-adviser registration in Ohio, through Beacon Financial Advisory since September 2023.
How many years of experience does Ryan Cass have?
Ryan Cass has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Ryan Cass passed?
Ryan Cass has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2022.
Where is Ryan Cass based?
Ryan Cass’ registered office is in Cleveland, OH.
Is Ryan Cass registered with FINRA?
No. Ryan Cass has no current broker registration.
How can I verify Ryan Cass’ record?
Search CRD 7540639 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Cass’ full registration record.
