linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Casey Quince Cheatham

Cerity Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Casey? Claim Your Profile

About Casey Quince Cheatham

Casey Quince Cheatham is a financial advisor at Cerity Partners LLC. Casey is a Kentucky Registered Investment Advisor, and is also registered with the state of Kentucky. Casey has been a financial advisor since October 2023. Casey has also worked in various roles in the financial industry, including positions at Clayton & Crume and Homemaker. Casey has a Series 65 license and holds a Uniform Investment Adviser Law Examination. Casey has a background in sales and customer service. Casey specializes in helping individuals and families with their financial planning needs. Casey is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Casey Cheatham is currently registered with Cerity Partners LLC. Cerity Partners LLC is an investment advisor headquartered in NEW YORK, NY. With over 700 employees and over $80 billion in assets under management, they offer a wide range of services including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and more. They primarily serve high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Cerity Partners LLC

99 PARK AVENUE

NEW YORK, NY 10016

$80.57B

Assets Under Management

75

Total Clients

409

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax services; bill pay

Tax services; bill pay

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Casey Cheatham’s Registration & Firm History

KY

01/29/2024 - Present

Cerity Partners LLC (LOUISVILLE KY)

Not sure if Casey Quince Cheatham is right for you?

Licenses & Designations

IA

Issued 01/27/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Quince Cheatham.
Not sure if Casey Quince Cheatham is right for you?