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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 Casey is an active investment advisor representative at Belpointe Asset Management LLC. Thomas Casey is a certified financial planner, who has been in the industry since 1985. Thomas Casey is registered to offer investment advisory services in Florida. Thomas Casey has experience in financial planning, pension consulting and educational seminars. Thomas Casey is also associated with Park Place Realty Network LLC where he offers real estate sales and consulting referrals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
12/21/2018 - Present
Belpointe Asset Management LLC (The Villages FL)
CT
03/16/2012 - 10/20/2014
QUESTAR CAPITAL CORPORATION (SHELTON CT)
CT
04/14/2008 - 03/19/2012
FIELDPOINT PRIVATE SECURITIES, LLC (SHELTON CT)
CT
05/15/2007 - 04/17/2008
CHASE INVESTMENT SERVICES CORP. (WILTON CT)
CT
03/01/2006 - 05/16/2007
ALLSTATE FINANCIAL SERVICES, LLC (SHELTON CT)
NY
02/01/2001 - 12/31/2005
NUTMEG SECURITIES, LTD. (NEW YORK NY)
TX
01/17/1996 - 02/01/2001
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
MA
01/10/1992 - 12/31/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
01/03/1991 - 12/31/1991
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
03/16/1990 - 12/31/1990
LIGHTHOUSE SECURITIES, LTD. (HARTFORD CT)
CT
11/22/1988 - 12/31/1989
LIGHTHOUSE SECURITIES, LTD. (HARTFORD CT)
NA
01/07/1988 - 11/22/1988
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
03/13/1987 - 12/15/1987
DESCAP SECURITIES, INC.
NA
01/23/1985 - 04/02/1987
TIMECAPITAL SECURITIES CORPORATION
BC
Issued 05/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/20/2014
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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