Thomas Casey, financial advisor The Villages FL

Thomas Casey

CRD Number: 1330365
Current Firm: Belpointe Asset Management LLC

Thomas Casey (CRD# 1330365) is an Investment Advisor Representative working at Belpointe Asset Management LLC in The Villages, FL and has over 36 years of experience in the finance industry. Thomas Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Belpointe Asset Management, LLC Reno, NV Dec 2018 - Current 5
Dean, Casey Financial Management, LLC North Haven, CT Sep 2014 - Dec 2018 4
Questar Capital Corporation Minneapolis, MN Mar 2012 - Oct 2014 2
Questar Asset Management, Inc. Minneapolis, MN Mar 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
Contact Info for Thomas J. Casey
Phone Number: 2036293300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,855
    MILLIONS
  • Total Number of Accounts
    16,063
    ACCOUNTS
  • Average Account Value
    $240,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • 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, MA, 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, VT, WA, WI, WV, WY

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