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Mary Patricia Casey

Private Client Services, LLC

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About Mary Patricia Casey

Mary Patricia Casey is a financial advisor with Private Client Services, LLC. Mary has been in the industry since 1997 and is registered with FINRA and the state of Kentucky. Mary has earned the Series 6 and Series 63 licenses and specializes in financial planning, portfolio management, and educational seminars. She is also a registered representative with Woodbury Financial Services, Inc. in Louisville, Kentucky.

Firm Information

Mary Casey is currently registered with Private Client Services, LLC. Private Client Services, LLC is a Limited Liability Company formed in February 2001. Headquartered in Louisville, KY, the firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. With over 50 licensed agents, investment advisor representatives, and registered representatives, the firm manages approximately $845 million in assets for over 2,890 clients. The firm is registered with the SEC and in all 50 states plus the Virgin Islands.
Private Client Services, LLC

2225 LEXINGTON ROAD

LOUISVILLE, KY 40206

$845.81M

Assets Under Management

26

Total Clients

140

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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Mary Casey’s Registration & Firm History

KY

05/12/2010 - Present

Private Client Services, LLC (LOUISVILLE KY)

KY

08/06/2003 - 05/13/2010

WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)

DE

02/06/1997 - 08/15/2003

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

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Licenses & Designations

BC

Issued 06/04/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Patricia Casey.
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