Casey M. Vader
Professional summary
Casey M Vader, who also goes by Cader Mclaughlin Vader, Casey Mclaughlin Vader, is a registered financial advisor currently at STEELE STREET PRIVATE WEALTH MANAGEMENT located in Denver, Colorado.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Casey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Casey M Vader's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2019 - Present
STEELE STREET PRIVATE WEALTH MANAGEMENT
Office #1: 50 S. Steele Street, Suite 501, Denver, CO 80209January 22, 2015 - December 31, 2017
DENVER PWM, LLC
April 16, 2009 - January 29, 2019
FFEC WEALTH PARTNERS LLC
April 16, 2009 - January 29, 2019
FFEC WEALTH PARTNERS LLC
April 2, 2007 - April 20, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - April 20, 2009
MORGAN STANLEY & CO. LLC
November 24, 1999 - April 2, 2007
MORGAN STANLEY DW INC.
March 16, 1998 - April 2, 2007
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
STEELE STREET PRIVATE WEALTH MANAGEMENT
CRD#: 299856 / SEC#: 801-120361
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2019)
(4/4/2019)
Exams
Current Firm
STEELE STREET PRIVATE WEALTH MANAGEMENT
CRD#: 299856 / SEC#: 801-120361
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 303 |
| AUM (Assets Under Management) | $ 151,813,507 |
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.
