Be advised. This firm is no longer registered.

Dean, Casey Financial Management, LLC

Dean, Casey Financial Management, LLC (CRD# 172323) is a financial advisory firm headquartered in North Haven, CT. They manage $7,210,854 in 58 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $124,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Dean, Casey Financial Management, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.