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Owner · Modern Wealth Management, LLC

Brian P. Cassidy

CRD 2800010 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Modern Wealth Management, LLC, an SEC-registered wealth manager based in Kansas City, MO with $10.9 billion in regulatory assets, lists Brian P. Cassidy on its Form ADV as Owner, a control person. The SEC filings also name Brian at 1 other registered adviser.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.