Alexander Casas
CRD Number: 6221563Current Firm: Rock Steady Wealth, Inc.
Compensation Model: Fee Only
Alexander Casas (CRD# 6221563) is an Investment Advisor Representative working at Rock Steady Wealth, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richmond Aerial Drone, LLC | Richmond, VA | Feb 2017 - Current | 7 |
| Rock Steady Wealth, Inc. | Richmond, VA | Oct 2014 - Current | 9 |
| Casas Computer Consulting, LLC | Richmond, VA | Dec 2013 - Current | 10 |
| Deckert Financial Management | Richmond, VA | Feb 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- VA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$70,808
- 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
VA
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