Craig Cacase, financial advisor Hartford CT
93 score

Craig Cacase

CRD Number: 1095953
Current Firm: Waddell & Reed

Craig Cacase (CRD# 1095953) is an Investment Advisor Representative working at Waddell & Reed in Hartford, CT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Hartford, CT Jul 2010 - Current 6
Various Insurance Carriers For W & R Insurance Agencies Newington, CT Jul 2010 - Current 6
Power Of Attorney For Father Newington, CT Sep 2008 - Current 8
Trustee And Power Of Attorney For Uncle Newington, CT Sep 2008 - Current 8
Lpl Financial Corporation Southington, CT May 2008 - Jul 2010 2
Sovereign Bank Wethersfield, CT Apr 2001 - Jul 2010 9
Liberty Securities Corp./imfg Securities Inc. West Hartford, CT Apr 2001 - May 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Craig B. Cacase
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CT
  • FL
  • NC
  • RI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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