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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edgar Casey is an investment advisor representative with Intellectus Partners, LLC. Thomas Casey has been in the financial services industry since 1998. Thomas Casey is registered with the state of California as an Investment Advisor Representative and the state of North Carolina as an Investment Advisor Representative. Thomas Casey has passed the Series 6, 7, and 66 exams. Thomas Casey is a Managing Member of Intellectus Ventures, Intellectus Capital, LLC, IP Group, LLC and Pacific Plunders, LLC. Thomas Casey is also a Board of Advisors member of Marcus & Associates, LLC. Thomas Casey has been employed with Intellectus Partners, LLC since June 2015, Deutsche Bank Securities Inc. since May 2004 and Purshe Kaplan Sterling Investments, Inc. since July 2015. Intellectus Partners, LLC is a fee-only Registered Investment Advisor. Intellectus Partners, LLC has clients that include high-net-worth individuals, pooled investment vehicles, and corporations or other businesses. Intellectus Partners, LLC provides financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
04/18/2022 - Present
Intellectus Partners, LLC (CHARLOTTE NC)
CA
07/28/2015 - 03/14/2016
PURSHE KAPLAN STERLING INVESTMENTS (San Francisco CA)
CA
06/01/2004 - 07/09/2015
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
NY
10/11/2000 - 06/09/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
MA
08/21/1998 - 08/27/1999
MANEQUITY, INC. (BOSTON MA)
BOTH
Issued 11/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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