Robert Lawrence Casey
Investment Adviser Representative at GDS Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Lawrence Casey is an investment adviser representative with GDS Wealth Management in Flower Mound, TX, where they have been registered since 2021. They have worked in the securities industry since 2009 and have been registered with 5 firms, including Raymond James Financial Services Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2014 – Dec 2017Flower Mound, TX
- Raymond James Financial Services, Inc.Dec 2017 – Sep 2021Flower Mound, TX
- Raymond James Financial Services Advisors Inc.Dec 2017 – Sep 2021Flower Mound, TX
- ONE WAY Holdings LLC D/b/a GDS Wealth ManagementDec 2017 – no end date reportedFlower Mound, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About GDS Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $1,000,000 (waivable)
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
The firm offers comprehensive financial planning, investment management, retirement income planning, tax-aware strategies, and estate and legacy planning, all tailored to client-specific goals.
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:
- 22
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Flower Mound, TX
- SEC file number:
- 801-122391
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at GDS Wealth Management
Showing 12 of 22 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. Robert Lawrence Casey 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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