Christopher Michael Casale
Investment Adviser Representative at ROOT Financial Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Michael Casale is an investment adviser representative with ROOT Financial Partners in Salt Lake City, UT, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Rightwise Wealth. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas and Utah.
Registrations & licenses
- Investment adviser:
- Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Crescent Hotels & ResortSep 2021 – Aug 2022Fairfax, VA
- Kimpton Hotels & ResortsMar 2017 – Aug 2021San Francisco, CA
- Interstate Hotels & ResortsOct 2013 – Feb 2017Ballston, VA
- University of Georgia - Masters in Financial PlanningAug 2022 – Aug 2024Athens, GA
- RightWise Wealth, Inc.Apr 2024 – Jan 2026Las Vegas, NV
- Root Financial PartnersApr 2026 – no end date reportedAustin, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ROOT Financial Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000
- Estimated blended rate
- 0.01
- Up to $1,000,0001.00%
- $1,000,001 - $5,000,0000.75%
- $5,000,001 - $10,000,0000.50%
- $10,000,001 - $25,000,0000.40%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 61
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-125945
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at ROOT Financial Partners
Showing 12 of 61 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Michael Casale has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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