Kerrie Casey (CRD# 2754906) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Boston, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2015 - Current | 8 |
| Sageview Advisory Group | Boston, MA | Apr 2015 - Current | 9 |
| Unemployed | Medford, MA | Feb 2015 - Apr 2015 | < 1 |
| Mmc Securities Corp. | Boston, MA | Oct 2010 - Feb 2015 | 4 |
| The Bostonian Group | Boston, MA | Apr 2007 - Feb 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- MA
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Total Assets Under Management202,573MILLIONS
-
Total Number of Accounts34,543ACCOUNTS
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Average Account Value$5,864,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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