linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Andrew Casey

Signet Financial Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Andrew Casey

Stephen Andrew Casey is a financial advisor with Signet Financial Management, LLC, a firm based in Parsippany, NJ. Stephen has over 30 years of experience in the financial services industry. He is a registered investment advisor in Texas and Florida, and holds Series 7 and Series 63 licenses. Stephen specializes in providing financial planning and portfolio management services to individuals, corporations, and non-profit organizations.

Firm Information

Stephen Casey is currently registered with Signet Financial Management, LLC. Signet Financial Management, LLC is an investment advisory firm based in Parsippany, NJ. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses. Signet Financial Management, LLC has approximately $949 million in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, and charitable organizations.
Signet Financial Management, LLC

400 INTERPACE PARKWAY, BUILDING C

PARSIPPANY, NJ 07054

$949.40M

Assets Under Management

Not reported

Total Clients

13

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Casey’s Registration & Firm History

FL

10/15/2012 - Present

Signet Financial Management, LLC (FORT MYERS BEACH FL)

NY

11/22/1995 - 02/01/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

04/11/1992 - 11/27/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

05/23/1989 - 04/21/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

Not sure if Stephen Andrew Casey is right for you?

Licenses & Designations

IA

Issued 10/28/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Andrew Casey.
Not sure if Stephen Andrew Casey is right for you?