Paul Casey (CRD# 2933777) is an Investment Advisor Representative working at Renew Family Wealth in West Palm Beach, FL and has over 7 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Renew Family Wealth | West Palm Beach, FL | Mar 2021 - Current | 3 |
Third Seven Capital, LLC | New York, NY | Jun 2020 - Current | 3 |
Green Vista Capital | Winter Park, FL | Apr 2020 - Jun 2020 | < 1 |
Sica Wealth Management, LLC | Morristown, NJ | Dec 2016 - Apr 2020 | 3 |
Circle Squared Alternative Investments, LLC | Morristown, NJ | Jul 2016 - Mar 2020 | 3 |
Green Vista Capital | Winter Park, FL | Oct 2019 - Dec 2019 | < 1 |
Unemployed | Mahwah, NJ | Feb 2016 - Jun 2016 | < 1 |
Santander Investment Securities Inc. | New York, NY | Apr 2015 - Jan 2016 | < 1 |
Unemployed | Mahwah, NJ | Aug 2014 - Mar 2015 | < 1 |
Bny Mellon Capital Markets, LLC | New York, NY | Feb 1998 - Jul 2014 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
S63 | Uniform Securities State Law Examination | Jun 2020 |
- FL
- TX
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$241,618
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, LA, NY, TX
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