Casey J. Robinson

KESTRA ADVISORY SERVICES

Bridgeville, PA 15017

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CRD#: 5649211

Professional summary

Casey John Robinson, CFP®, who also goes by Casey J. Robinson, Casey Robinson, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Bridgeville, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Bridgeville, Pennsylvania.

Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Casey has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Casey J. Robinson | Casey Robinson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey John Robinson's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 13, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 1370 Washington Pike Suite 404, Bridgeville, PA 15017

RIA

CRD#: 283330

Bridgeville, PA

Current

May 19, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 1370 Washington Pike Ste. 403, Bridgeville, PA 15017

CRD#: 42046

Bridgeville, PA

Past

July 25, 2014 - January 14, 2026

WALDRON PRIVATE WEALTH

RIA

CRD#: 131063

BRIDGEVILLE, PA

Past

June 30, 2014 - January 2, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

BRIDGEVILLE, PA

Past

June 3, 2011 - June 11, 2014

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

July 16, 2010 - June 11, 2014

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

March 25, 2009 - June 1, 2010

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PITTSBURGH, PA

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

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

IAR

Pennsylvania
(5/13/2026)

Pennsylvania
(5/19/2026)

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: 3/28/2026

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/2/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/19/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/23/2026

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/24/2009

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

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	Cover Page	Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report

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

Casey J. Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey John Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

WALDRON PRIVATE WEALTH

PURSHE KAPLAN STERLING INVESTMENTS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/28/2026

Series 65

Date: 6/2/2011

Series 7TO

Date: 5/19/2026

SIE

Date: 3/23/2026

Series 7

Date: 8/8/2011

Series 6

Date: 3/24/2009

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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