Casey J. Fry
Professional summary
Casey Justin Fry, who also goes by Casey J Fry, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fort Worth, Texas and KESTRA INVESTMENT SERVICES, LLC located in Fort Worth, Texas.
Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Casey has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Casey Justin Fry's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2512 Horne St Suite100, Fort Worth, TX 76107February 13, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2512 Horne St Suite 200, Fort Worth, TX 76107February 22, 2019 - February 15, 2023
PRINCIPAL SECURITIES, INC.
February 18, 2019 - February 15, 2023
PRINCIPAL SECURITIES, INC.
April 2, 2015 - February 20, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
April 1, 2015 - February 20, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
October 1, 2012 - April 8, 2015
J.P. MORGAN SECURITIES LLC
October 1, 2012 - April 8, 2015
J.P. MORGAN SECURITIES LLC
November 10, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
July 3, 2006 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/5/2025)
(2/13/2023)
(2/13/2023)
(9/10/2024)
(2/13/2023)
(2/13/2023)
(2/13/2023)
(2/13/2023)
(2/13/2023)
(2/13/2023)
(7/18/2024)
(2/13/2023)
(2/13/2023)
(2/13/2023)
(2/13/2023)
(2/13/2023)
(2/13/2023)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
