Paul Casey, financial advisor West Palm Beach FL

Paul Casey

CRD Number: 2933777
Current Firm: Renew Family Wealth

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.

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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
Contact Info for Paul F. Casey
Phone Number: (561) 406-2146
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $241,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, LA, NY, TX

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