Casey C. Metcalf
Professional summary
Casey Christopher Metcalf, who also goes by Casey C Metcalf, is a registered financial advisor currently at METCALF INVESTMENT MANAGEMENT, LLC located in Atlanta, Georgia.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Casey has worked at 3 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Casey Christopher Metcalf's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2020 - Present
METCALF INVESTMENT MANAGEMENT, LLC
Office #1: 400 Galleria Pkwy Suite 1500, Atlanta, GA 30339February 19, 2014 - January 10, 2020
AON SECURITIES LLC
February 10, 2010 - March 21, 2012
MORGAN STANLEY
January 21, 2010 - March 21, 2012
MORGAN STANLEY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/20/2020)
Exams
Current Firm
METCALF INVESTMENT MANAGEMENT, LLC
CRD#: 307993 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 2,375,982 |
Red Flags
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