Paul F. Casey

RENEW FAMILY WEALTH

JUPITER, FL 33477

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CRD#: 2933777

Professional summary

Paul Frederick Casey, who also goes by Paul F Casey, is a registered financial advisor currently at RENEW FAMILY WEALTH located in Jupiter, Florida and THIRD SEVEN CAPITAL LLC located in Palm Beach Gardens, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Paul has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 79, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul F Casey

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.)REFUGE INVESTMENTS LLC. Start date - April 2020. 5 hours per month. Assists in the acquisition of Multi-family investments (distressed properties). 2.) 633 Holdings LLC, investment related, Palm Beach Gardens, FL, Insurance Agency, Insurance Agent, approximately 2 hours/month devoted to this business 3.) Cornerstone Capital Advisors Group LLC, not investment related, City, FL, Consulting Firm, Position, approximately 2 hours/month devoted to this business. The sole purpose of the LLC is for the Class B ownership of Lakesville Memphis LLC. There is no other activity that will take place in this LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Frederick Casey'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

March 11, 2021 - Present

RENEW FAMILY WEALTH

Office #1: 1 S. Coastal Way Unit 104, Jupiter, FL 33477

RIA

CRD#: 298618

JUPITER, FL

Current

June 16, 2020 - Present

THIRD SEVEN CAPITAL LLC

Office #1: 4822 Northlake Blvd B3, Palm Beach Gardens, FL 33418

CRD#: 160209

Palm Beach Gardens, FL

Past

April 23, 2020 - June 5, 2020

GREEN VISTA CAPITAL, LLC

CRD#: 293630

WINTER PARK, FL

Past

November 27, 2019 - December 16, 2019

GREEN VISTA CAPITAL, LLC

CRD#: 293630

WINTER PARK, FL

Past

January 3, 2017 - April 2, 2020

SICA WEALTH MANAGEMENT, LLC

RIA

CRD#: 153625

Palm Beach Gardens, FL

Past

August 2, 2016 - April 2, 2020

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

RIA

CRD#: 172454

MORRISTOWN, NJ

Past

April 24, 2015 - January 22, 2016

SANTANDER INVESTMENT SECURITIES INC.

CRD#: 37216

NEW YORK, NY

Past

April 30, 2008 - July 14, 2014

BNY MELLON CAPITAL MARKETS, LLC

CRD#: 17454

NEW YORK, NY

Past

March 11, 1998 - April 30, 2008

BNY CAPITAL MARKETS INC.

CRD#: 18303

NEW YORK, NY

Past

September 5, 1997 - January 27, 1998

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/14/2020)

Florida
(6/30/2020)

IAR

Florida
(4/2/2021)

New Hampshire
(1/10/2025)

New Jersey
(7/6/2020)

New York
(7/3/2020)

North Carolina
(7/14/2020)

Texas
(7/21/2020)

IAR

Texas
(3/11/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 6/25/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/26/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 10/26/2015

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 9/3/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/2022

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

RENEW FAMILY WEALTH

RENEW FAMILY WEALTH | RENEW FAMILY WEALTH LLC

CRD#: 298618 / SEC#:

Florida

Registered Investment Advisory firm - (12/20/2018 Approved)

Louisiana

Registered Investment Advisory firm - (1/14/2019 Approved)

New York

Registered Investment Advisory firm - (9/10/2021 Approved)

Texas

Registered Investment Advisory firm - (3/11/2021 Conditional Restricted)

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Contact information

Main Address

1 S. Coastal Way Unit 104, Jupiter, FL 33477

Mailing Address

Phone number

(561) 406-2146

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 93,872,820

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

Paul F. Casey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Frederick Casey's CRS (Customer Relationship Summary).

Certified licenses

Experience

THIRD SEVEN CAPITAL LLC

GREEN VISTA CAPITAL, LLC

GREEN VISTA CAPITAL, LLC

SICA WEALTH MANAGEMENT, LLC

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

SANTANDER INVESTMENT SECURITIES INC.

BNY MELLON CAPITAL MARKETS, LLC

BNY CAPITAL MARKETS INC.

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/25/2020

Series 65

Date: 7/26/2016

SIE

Date: 1/22/2016

Series 79

Date: 10/26/2015

Series 7

Date: 9/3/1997

Series 24

Date: 6/1/2022

FINRA

Current Firm

RENEW FAMILY WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENEW FAMILY WEALTH

TRUST BUT VERIFY

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