Gary L. Cassell

PREMIER WEALTH ADVISORY SERVICES

CHESTERFIELD, MO 63017

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CRD#: 1803668

Professional summary

Gary Lee Cassell is a registered financial advisor currently at PREMIER WEALTH ADVISORY SERVICES, INC. located in Chesterfield, Missouri.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Gary has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) PREMIER WEALTH ADVISORS SERVICES; 16100 CHESTERFIELD PKWY #360 CHESTERFIELD, MO 630171; RIA; OWNER; 100 HRS PER MONTH; 25 HRS PER WEEK DURING TRADING; INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Cassell's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 30, 1998 - Present

PREMIER WEALTH ADVISORY SERVICES, INC.

Office #1: 16100 Chesterfield Pkway West Suite 360, Chesterfield, MO 63017

RIA

CRD#: 122078

CHESTERFIELD, MO

Past

April 11, 2012 - December 31, 2016

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869

CHESTERFIELD, MO

Past

September 18, 2006 - April 9, 2012

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CHESTERFIELD, MO

Past

July 23, 2003 - September 20, 2006

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

CHESTERFIELD, MO

Past

December 22, 1998 - July 28, 2003

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

CHESTERFIELD, MO

Past

June 6, 1997 - July 28, 2003

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 12, 1994 - June 11, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 19, 1990 - August 25, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 30, 1989 - July 19, 1990

ADVEST, INC.

CRD#: 10

HARTFORD, CT

Past

May 23, 1989 - September 30, 1989

NEWHARD, COOK & CO. INCORPORATED

CRD#: 619

ST. LOUIS, MO

Past

January 19, 1989 - June 7, 1989

BAGLEY SECURITIES, INC.

CRD#: 8643

Past

March 22, 1988 - January 28, 1989

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(7/30/1998)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/4/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/4/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/12/1997

General Securities Principal Examination

Current Firm

PREMIER WEALTH ADVISORY SERVICES, INC.

PREMIER WEALTH ADVISORY SERVICES, INC. | PREMIER WEALTH ADVISORY SERVICES,INC.

CRD#: 122078 / SEC#:

Missouri

Registered Investment Advisory firm - (7/30/1998 Approved)

Texas

Registered Investment Advisory firm - (12/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

16100 Chesterfield Pkwy West Suite 360, Chesterfield, MO 63017

Mailing Address

Phone number

(636) 532-7337

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 12,054,366

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary L. Cassell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Cassell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CEROS FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

GUGGENHEIM DISTRIBUTORS, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ADVEST, INC.

NEWHARD, COOK & CO. INCORPORATED

BAGLEY SECURITIES, INC.

BLINDER, ROBINSON & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2025

Series 63

Date: 3/4/1988

SIE

Date: 12/31/2016

Series 31

Date: 6/4/1998

Series 7

Date: 3/19/1988

Series 24

Date: 8/12/1997

Current Firm

PREMIER WEALTH ADVISORY SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER WEALTH ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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