Investment adviser representative · Brookwood Investment Group
Cassie S. Kang
CRD 5018614 · Phoenix, AZ
At a glance
Cassie S. Kang is an investment adviser representative with Brookwood Investment Group in Phoenix, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Cassie’s SEC record dates to 2007, about 19 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Brookwood Investment GroupSince November 2025Phoenix, AZ · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cassie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Brookwood Investment Group
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- Chris C. BelchamberPhoenix
- Joanne F. BrownPhoenix
- Jeremy D. BryantPhoenix
- Stephen A. CallahanPhoenix · Chartered Financial Consultant
- Stephen J. CarusoPhoenix
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