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Chief Operating Officer, Chief Compliance Officer, and Private Wealth Advisor · Braun-Bostich & Associates Inc.

Cassandra L. Kirby

CRD 4449859 · Named on Form ADV at one SEC-registered adviser

At a glance

Braun-Bostich & Associates Inc., an SEC-registered wealth manager based in Canonsburg, PA with $250 million in regulatory assets, lists Cassandra L. Kirby on its Form ADV as Chief Operating Officer, Chief Compliance Officer, and Private Wealth Advisor.

Firms and roles

  • Braun-Bostich & Associates Inc.Chief Operating Officer, Chief Compliance Officer, and Private Wealth AdvisorWealth manager · Canonsburg, PA · $250M in regulatory assets

AtlasMembers

Cassandra’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 the firm
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Control-person status
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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

  • Amy J. Braun-BostichOwner, Chief Executive Officer, and Private Wealth Advisor, Braun-Bostich & Associates Inc.

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