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Paul Frederick Casey

Renew Family Wealth

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About Paul Frederick Casey

Paul Casey is an investment advisor representative for Renew Family Wealth. Paul is a registered investment advisor in Texas and Florida. Paul has been in the industry since March 5, 1999, and is currently working with 73 clients.

Firm Information

Paul Casey is currently registered with Renew Family Wealth. Renew Family Wealth is an investment advisory firm with offices in New York, NY and Charlotte, NC. They have 3 licensed agents and 4 investment advisor representatives. Their services include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. They manage $38.7 million in assets for 160 clients.

$38.66M

Assets Under Management

2

Total Clients

4

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.

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general consulting services

General consulting services

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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other

Percentage of plan assets/assets under advisement

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Paul Casey’s Registration & Firm History

FL

03/11/2021 - Present

Renew Family Wealth (WEST PALM BEACH FL)

FL

04/23/2020 - 06/05/2020

GREEN VISTA CAPITAL, LLC (WINTER PARK FL)

FL

11/27/2019 - 12/16/2019

GREEN VISTA CAPITAL, LLC (WINTER PARK FL)

NY

04/24/2015 - 01/22/2016

SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)

NY

04/30/2008 - 07/14/2014

BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)

NY

03/11/1998 - 04/30/2008

BNY CAPITAL MARKETS INC. (NEW YORK NY)

NY

09/05/1997 - 01/27/1998

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/25/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/26/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Frederick Casey.
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