Craig Cacase, financial advisor Morristown NJ
93 score

Craig Cacase

CRD Number: 1095953
Current Firm: Private Advisor Group, LLC

Craig Cacase (CRD# 1095953) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Hartford, CT Nov 2017 - Current < 1
Lpl Financial LLC Hartford, CT Nov 2017 - Current < 1
Waddell & Reed, Inc. Hartford, CT Jul 2010 - Oct 2017 7
Various Insurance Carriers For W & R Insurance Agencies Newington, CT Jul 2010 - Oct 2017 7
Lpl Financial Corporation Southington, CT May 2008 - Jul 2010 2
Sovereign Bank Wethersfield, CT Apr 2001 - Jul 2010 9
Liberty Securities Corp./imfg Securities Inc. West Hartford, CT Apr 2001 - May 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Craig B. Cacase
Phone Number: 973-538-7010
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    11,900
    MILLIONS
  • Total Number of Accounts
    54,146
    ACCOUNTS
  • Average Account Value
    $219,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VI, 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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