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Derrick Stanley Casey

Cornerstone Wealth Management, LLC

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About Derrick Stanley Casey

Derrick Casey has been in the financial services industry since April 17, 2006. Derrick is a registered investment advisor and currently works with Cornerstone Wealth Management, LLC, a firm with offices in Seattle, Washington and St. Peters, Missouri. Derrick specializes in providing financial planning and asset management services. Derrick holds a Series 7, Series 66 and SIE licenses. Derrick has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Derrick Casey is currently registered with Cornerstone Wealth Management, LLC. Cornerstone Wealth Management, LLC is an independent financial advisory firm with over 70 licensed agents and 87 investment advisor representatives. The firm, based in St. Peters, MO, manages over $3.2 billion in assets for a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a comprehensive suite of financial planning and investment management services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Cornerstone Wealth Management, LLC is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Cornerstone Wealth Management, LLC

7417 MEXICO ROAD

ST. PETERS, MO 63376

$3.30B

Assets Under Management

6

Total Clients

79

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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lpl sponsored advisory programs; investment management & research subscription licensing

Lpl sponsored advisory programs; investment management & research subscription licensing

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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Derrick Casey’s Registration & Firm History

WA

10/17/2012 - Present

Cornerstone Wealth Management, LLC (SEATTLE WA)

WA

06/22/2007 - 08/28/2012

EDWARD JONES (SEATTLE WA)

WA

04/10/2006 - 06/13/2007

AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 04/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Derrick Stanley Casey. Review regulatory record here.
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