Robert L. Casey

GDS WEALTH MANAGEMENT

Flower Mound, TX 75022

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CRD#: 5721668

Professional summary

Robert Lawrence Casey is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Kids Castle Playcare, Spring, TX, Owner/Proprietor, not investment-related, 07/2019 - Present

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lawrence Casey'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®

None

Experience

Current

September 27, 2021 - Present

GDS WEALTH MANAGEMENT

Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022

RIA

CRD#: 315934

Flower Mound, TX

Past

December 8, 2017 - October 20, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FLOWER MOUND, TX

Past

December 8, 2017 - October 20, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FLOWER MOUND, TX

Past

September 5, 2014 - December 12, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FLOWER MOUND, TX

Past

September 5, 2014 - December 12, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FLOWER MOUND, TX

Past

August 3, 2010 - September 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DALLAS, TX

Past

August 3, 2010 - September 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DALLAS, TX

Past

November 30, 2009 - July 13, 2010

EDWARD JONES

RIA

CRD#: 250

SHREVEPORT, LA

Past

November 16, 2009 - July 13, 2010

EDWARD JONES

CRD#: 250

SHREVEPORT, LA

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".

GDS WEALTH MANAGEMENT

GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA

Registered Investment Advisory firm - (9/27/2021 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.

Highlighted states indicate IAR registrations

IAR

Texas
(9/27/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/25/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2009

General Securities Representative Examination

Current Firm

GDS WEALTH MANAGEMENT

GDS WEALTH MANAGEMENT | ONE WAY HOLDINGS LLC | GLEN D. SMITH & ASSOCIATES

CRD#: 315934 / SEC#: 801-122391

RIA

Registered Investment Advisory firm - (9/27/2021 Approved)

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Contact information

Main Address

2910 Lakeside Village Blvd, Flower Mound, TX 75022

Mailing Address

Phone number

(469) 212-8072

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR GDS WEALTH MANAGEMENT (5/5/2025)

Regulatory assets under management

Total Number of Accounts	3,420
AUM (Assets Under Management)	$ 1,281,897,626

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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Firm Stability Insights

Robert L. Casey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lawrence Casey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

GDS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/2009

SIE

Date: 10/1/2018

Series 7

Date: 11/13/2009

Current Firm

GDS WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GDS WEALTH MANAGEMENT

TRUST BUT VERIFY

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