Patrick Michael Casey
Professional Summary
Patrick Michael Casey is a registered financial advisor currently at MERIDIAN EQUITY PARTNERS, INC. located in New York, New York. Patrick is registered as a RR (Registered Representative) and started their career in finance in 1996. Patrick has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
MERIDIAN EQUITY PARTNERS, INC.
Contact Information
Main Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038Mailing Address
C/o Accounting & Compliance International 199 Water St 9th Fl, New York, NY, 10038Phone Number
(212) 742-8472Established
New York since 11/26/2004Firm Type
CorporationFiscal Year End
MarchFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patrick Michael Casey's CRS (Customer Relationship Summary).
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