Cass Tokarski (CRD# 4435865) is an Investment Advisor Representative working at Wright Cove Capital in Hilton Head Island, SC and has over 22 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 3 Quid LLC | Yarmouth, ME | Sep 2020 - Current | 3 |
| Wright Cove Capital, LLC | Hilton Head, SC | Dec 2019 - Current | 4 |
| Research & Develop Business Plan | New Canaan, CT | Dec 2018 - Dec 2019 | 1 |
| Cantor Fitzgerald & Co | New York, NY | Jun 2014 - Nov 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- ME
- NY
- SC
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts108ACCOUNTS
-
Average Account Value$910,185
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
ME, NY, SC
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