Mac A. Casale
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
TROY, NY
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CRD#: 5470559
Professional summary
Mac A Casale, CFP®, who also goes by Anthony Casale, Mac Casale, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Troy, New York and FIDELITY BROKERAGE SERVICES LLC located in Albany, New York.
Mac is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Mac has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
As a CFP® with Fidelity, my goal is to help my clients gain confidence in their financial plan. I do this through a planning first approach, founded in understanding who my clients are, what is important to each of them, and why it is important. I strive to develop long-term relationships with my clients to help them build, maintain, and achieve their financial goals over the years.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Income Management
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Anthony Casale | Mac Casale
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mac A Casale'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®
CFP®
Start date: 2013
Education
Rensselaer Polytechnic Institute
Management Science - Business
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 59 Wolf Rd, Albany, NY 12205-2606RIA
CRD#: 104555
TROY, NY
Current
December 9, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 59 Wolf Rd, Albany, NY 12205-2606BD
CRD#: 7784
Albany, NY
Past
September 4, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALBANY, NY
Past
January 25, 2010 - November 21, 2011
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
ALBANY, NY
Past
March 3, 2008 - August 31, 2009
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
ALBANY, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
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
RR
Arizona(1/4/2019)
RR
California(1/5/2018)
RR
Colorado(5/19/2023)
RR
Connecticut(12/9/2011)
RR
Florida(12/9/2011)
RR
Georgia(3/4/2022)
RR
Hawaii(5/19/2023)
RR
Illinois(3/4/2022)
RR
Maine(10/9/2020)
RR
Maryland(3/2/2024)
RR
Massachusetts(12/9/2011)
RR
Minnesota(9/18/2020)
RR
Nevada(3/4/2022)
RR
New Hampshire(4/23/2020)
RR
New Jersey(4/23/2020)
RR
New York(12/9/2011)
IAR
New York(3/31/2025)
RR
North Carolina(4/17/2020)
RR
Oregon(7/29/2025)
RR
Pennsylvania(7/21/2023)
RR
Rhode Island(1/3/2020)
RR
South Carolina(8/10/2017)
RR
South Dakota(5/19/2023)
RR
Tennessee(3/4/2022)
RR
Texas(8/10/2017)
IAR
Texas(3/31/2025)
RR
Vermont(12/9/2011)
RR
Virginia(1/4/2019)
RR
Washington(8/10/2017)
RR
Wisconsin(10/17/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Troy, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
