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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CR

Casey Ray McCurdy

Nevada·CRD #6340662
IA Rep

Investment Adviser Rep at DESERT ROSE CAPITAL MANAGEMENT, INC.

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM
Minimum
$50k
View profile
CR

Casey Ross Shultz

Pennsylvania·CRD #7616397
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Casey R Robert Hazen

North Carolina·CRD #6343355
Dual-registered

Dual-registered at HORIZON INVESTMENTS LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Flat Fee
Minimum
$250k
View profile
CR

Casey Russel Cheek

District Of Columbia·CRD #6572363
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
3
Exams
6
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Casey Ryan Sletten

California·CRD #4434614
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
24 yrs
States
2
Exams
5
Since
2002
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Casey Sanford Harrah

Oklahoma·CRD #1084197
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
42 yrs
States
2
Exams
4
Since
1984
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Casey Scott Hales

Utah·CRD #8170350
IA Rep

Investment Adviser Rep at YOUR IA, LLC

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Casey Serena Olsen

Connecticut·CRD #4751465
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
6
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Casey Shawn Calder

Pennsylvania·CRD #1061404
Dual-registered

Dual-registered at CALDER FINANCIAL LLC

Experience
39 yrs
States
2
Exams
5
Since
1987
Est. fee
AUM
View profile
CS

Casey Stearns

Arizona·CRD #7922702
IA Rep

Investment Adviser Rep at TFO FAMILY OFFICE PARTNERS

Experience
1 yrs
States
2
Exams
2
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CS

Casey Sue Dubinski

California·CRD #5658770
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
17 yrs
States
2
Exams
3
Since
2009
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Casey Tinius

Kentucky·CRD #6147140
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
11 yrs
States
1
Exams
1
Since
2015
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CW

Casey Warcewicz

Texas·CRD #5755033
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Casey W Haldis

Texas·CRD #7568495
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Casey William Shaw

Ohio·CRD #6862716
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Fee
AUM / Other
View profile
CW

Casey William Slemmons

California·CRD #5613907
IA Rep

Investment Adviser Rep at AVALAN, LLC

Experience
17 yrs
States
1
Exams
4
Since
2009
Fee
AUM / Hourly / Flat Fee
View profile
CW

Casey W Moss

Illinois·CRD #7193679
Dual-registered

Dual-registered at TOTAL CLARITY WEALTH MANAGEMENT, INC

Experience
6 yrs
States
1
Exams
3
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CA

Cash Alan Freeman

Colorado·CRD #6374508
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
12 yrs
States
2
Exams
6
Since
2014
Est. fee
AUM / Flat Fee
View profile
CB

Cash B Campbell

Nebraska·CRD #7816342
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CK

Casin Koy South

Texas·CRD #7308251
Dual-registered

Dual-registered at TRADEWAY

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Flat Fee / Subscription
Minimum
$10k
View profile
CD

Cason D Swinn

Nevada·CRD #5315234
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
19 yrs
States
2
Exams
4
Since
2007
Est. fee
AUM / Flat Fee
View profile
CS

Cason Strnadel

Texas·CRD #8107631
Dual-registered

Dual-registered at &PARTNERS

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Commission / Hourly / Flat Fee / Performance-based / Subscription / Other
View profile
CM

Caspar Michael Unterreiner

Florida·CRD #1535697
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
40 yrs
States
4
Exams
7
Since
1986
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

Cassander Stephen Crandall

Arizona·CRD #6831228
IA Rep

Investment Adviser Rep at LANE BROTHERS INVESTMENT COUNSEL

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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