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Paul W Casey

Citizens Securities, Inc.

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About Paul W Casey

Paul Casey is a Registered Representative with Citizens Securities, Inc.. Paul has been in the securities industry for over 17 years. Paul has a Series 66 license and also holds the Series 7, Series 9, Series 10, and SIE exams. Paul is a board member of several non-profits including The Headstrong Project, National Football Foundation, NYC Chapter, and World Aquatics. Paul was previously employed at MORGAN STANLEY from 10/2002 to 07/15/2024. Paul is licensed to provide securities services in New York.

Firm Information

Paul Casey is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

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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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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participate in wrap fee program

Participate in wrap fee program

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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percentage of assets

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

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Paul Casey’s Registration & Firm History

NY

08/06/2024 - Present

Citizens Securities, Inc. (NEW YORK NY)

NY

02/06/2017 - 07/15/2024

MORGAN STANLEY (New York NY)

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Licenses & Designations

BOTH

Issued 02/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/03/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul W Casey.
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