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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Anthony Casey is an investment advisor representative at Cerity Partners LLC. Brian has been in the financial services industry for over 10 years and has a strong background in providing financial planning and investment management services. He has worked for several prominent firms, including TD Ameritrade, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Brian is also a Certified Financial Planner. Brian is committed to providing personalized financial advice that helps clients achieve their financial goals. He has a special focus on charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Brian can provide a variety of financial services, including financial planning, portfolio management, and tax services. Brian is registered with the state of Kentucky and Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/28/2023 - Present
Cerity Partners LLC (NEW YORK NY)
OH
10/19/2012 - 09/01/2020
TD AMERITRADE, INC. (CINCINNATI OH)
OH
10/01/2012 - 10/25/2012
J.P. MORGAN SECURITIES LLC (MILFORD OH)
OH
02/16/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILFORD OH)
OH
08/21/2009 - 09/09/2010
WADDELL & REED, INC. (CINCINNATI OH)
BOTH
Issued 10/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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