Paul Frederick Casey
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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul F Casey
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
RENEW FAMILY WEALTH | RENEW FAMILY WEALTH LLC
Contact Information
Main Address
1 S. Coastal Way Unit 104, Jupiter, FL 33477Phone Number
(561) 406-2146# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
164AUM (Assets Under Management)
$105,378,672Similar Advisors
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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.
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State Registrations and Notice Filings
(7/14/2020)
(6/30/2020)
(4/2/2021)
(1/10/2025)
(7/6/2020)
(7/3/2020)
(7/14/2020)
(7/21/2020)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Oct 2015About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Paul Frederick Casey's CRS (Customer Relationship Summary).
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