Thomas CaseyCRD Number: 3045309
Current Firm: Intellectus Partners, LLC
Thomas Casey (CRD# 3045309) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Intellectus Partners, LLC||San Francisco, CA||Jun 2015 - Current||2|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jul 2015 - Apr 2016||< 1|
|Deutsche Bank Securities Inc.||San Francisco, CA||May 2004 - Jun 2015||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2000|
Total Assets Under Management627MILLIONS
Total Number of Accounts394ACCOUNTS
Average Account Value$1,590,360
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, NY, TX
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