Michael Casey, financial advisor Woburn MA
93 score

Michael Casey

CRD Number: 5529909
Current Firm: Northwestern Mutual Investment Services,llc

Michael Casey (CRD# 5529909) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Woburn, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Wakefield, MA Jun 2008 - Current 8
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2008 - Current 8
Northwestern Mutual Investment Services, LLC Woburn, MA Jan 2014 - Mar 2016 2
T-mobile Boston, MA Jul 2003 - Apr 2008 4
University Of Massachusetts-boston Boston, MA Sep 2002 - Dec 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for Michael C. Casey
Phone Number: 866-664-7737
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • 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, 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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