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Casey James Hardy

Wealthspire Advisors

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About Casey James Hardy

Casey Hardy is a financial advisor at Wealthspire Advisors. Casey has over 12 years of experience in the financial services industry. Casey is a Series 63, 66, 7, 9, 10, and SIE licensed professional. Casey has previously worked at CHARLES SCHWAB & CO., INC. and Mosaic Wealth Management Group. Casey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Casey's primary focus is on helping clients reach their financial goals and achieve their financial security.

Firm Information

Casey Hardy is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Hardy’s Registration & Firm History

FL

01/01/2025 - Present

Wealthspire Advisors (Boca Raton FL)

FL

07/27/2018 - 08/10/2020

CHARLES SCHWAB & CO., INC. (Orlando FL)

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Licenses & Designations

BOTH

Issued 06/28/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/05/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey James Hardy.
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