Casey Mack, financial advisor The Woodlands TX
93 score

Casey Mack

CRD Number: 5345198
Current Firm: Strategic Advisers, Inc.

Casey Mack (CRD# 5345198) is an Investment Advisor Representative working at Strategic Advisers, Inc. in The Woodlands, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments The Woodlands, TX Mar 2012 - Current 4
Usaa Financial Planning Services San Antonio, TX Mar 2012 - Mar 2012 < 1
Usaa Life Insurance Company San Antonio, TX Mar 2011 - Mar 2012 1
Usaa Financial Advisors, Inc. San Antonio, TX Oct 2010 - Mar 2012 1
Usaa Financial Planning Services San Antonio, TX Feb 2008 - Mar 2011 3
New York Life San Antonio, TX Sep 2007 - Jan 2008 < 1
Rafb- Pool Universal City, NE Jul 2007 - Sep 2007 < 1
University Of Nebraska Lincoln, NE Aug 2006 - Jun 2007 < 1
Rafb- Pool Universal City, TN Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Casey A. Mack
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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