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Mel Joseph Casey

FBB Capital Partners

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About Mel Joseph Casey

Mel Joseph Casey is a financial advisor with FBB Capital Partners, a firm headquartered in Bethesda, MD. Mel has been in the financial services industry since 2004 and holds a Series 7, Series 55, and Series 63 license. Mel also holds the Chartered Financial Analyst designation. Mel has experience providing financial planning and portfolio management services to individuals and businesses. Mel is currently registered with the state of Maryland and Virginia.

Firm Information

Mel Casey is currently registered with FBB Capital Partners. FBB Capital Partners is an investment advisor registered with the SEC, headquartered in Bethesda, MD. The firm manages $1.87 billion in assets for 2,917 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, portfolio management for businesses and individuals, and a variety of other services.
FBB Capital Partners

4520 EAST-WEST HIGHWAY

BETHESDA, MD 20814

$1.87B

Assets Under Management

10

Total Clients

12

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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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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Mel Casey’s Registration & Firm History

MD

02/03/2022 - Present

FBB Capital Partners (BETHESDA MD)

DC

02/13/2012 - 02/03/2016

COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)

NY

05/21/2004 - 11/04/2011

KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mel Joseph Casey.
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