AC
Alexander Casas
ROCK STEADY WEALTH
Richmond, VA 23230
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CRD#: 6221563
AC
Professional summary
Alexander Casas is a registered financial advisor currently at ROCK STEADY WEALTH, INC. located in Richmond, Virginia.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alexander has worked at 2 firms and has passed the Series 65 exam.
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.
CASAS COMPUTER CONSULTING, LLC. IS NOT AN INVESTMENT RELATED BUSINESS, WHICH IS LOCATED AT 3301-D ROSEDALE AVE, RICHMOND, VA 23230. THE NATURE OF THIS BUSINESS IS IT CONSULTING & SERVICES. ALEXANDER'S RELATIONSHIP WITH CASAS COMPUTER CONSULTING, LLC. BEGAN ON 12/30/2013 WHEN HE ESTABLISHED THE COMPANY AS A MEMBER OWNER. ALEXANDER SPENDS ABOUT 20-30 HOURS A MONTH DEVOTED TO THIS BUSINESS, AND OF THOSE LESS THAN 5 ARE DURING TRADING HOURS EVERY MONTH. ALEXANDER'S DUTIES INCLUDE PROVIDING IT CONSULTING AND SERVICES TO SMALL & MEDIUM SIZE BUSINESSES RANGING FROM NETWORK MAPPING AND DESIGN, INFORMATION SECURITY ASSESSMENT, INFORMATION SECURITY RISK MITIGATION, PENETRATION TESTING, AND GENERAL IT PLANNING AND SOLUTIONS PROVIDER. RICHMOND AERIAL DRONE, LLC. IS NOT AN INVESTMENT RELATED BUSINESS, WHICH IS LOCATED AT 3301-D ROSEDALE AVE, RICHMOND, VA 23230. THE NATURE OF THIS BUSINESS IS AERIAL FILM AND PHOTOGRAPHY PRODUCTIONS. ALEXANDER'S RELATIONSHIP WITH RICHMOND AERIAL DRONE, LLC. BEGAN ON FEBRUARY 2017 WHEN HE ESTABLISHED THE LLC AS A MEMBER OWNER. ALEXANDER SPENDS ABOUT 10 HOURS A MONTH DEVOTED TO THIS BUSINESS, AND OF THOSE LESS THAN 5 ARE DURING TRADING HOURS EVERY MONTH. ALEXANDER'S DUTIES FOR RAD INCLUDE PROVIDING AERIAL AND HANDHELD VIDEO PRODUCTION SERVICES FOR FILM AND TV, DETAILED MAPPING, INSPECTION, & PHOTOGRAPHY SOLUTIONS. BUILD, RVA IS A 501(C)(3) NON-PROFIT MAKERSPACE, IT IS NOT AN INVESTMENT RELATED BUSINESS, LOCATED AT 3301-D ROSEDALE AVE RICHMOND VA 23230. THE NATURE OF THE BUSINESS IS A MAKERSPACE AND STEM EDUCATION FACILITY PROVIDING LOW COST TOOLS AND TRAINING TO THE COMMUNITY. ABOUT 25-40 HOURS A MONTH ARE DEVOTED TO THE BUSINESS, WITH APPROXIMATELY 2 HOURS A DAY DURING SECURITIES TRADING HOURS. AS PRESIDENT OF OPERATIONS AND TREASURER ALEX PROVIDES MANAGES THE IT SYSTEMS, OPERATION OF THE MACHINERY, FINANCES, AND MANY OTHER DAY TO DAY OPERATIONS.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 11, 2015 - Present
ROCK STEADY WEALTH, INC.
Office #1: 3301 Rosedale Ave Suite D, Richmond, VA 23230RIA
CRD#: 226639
Richmond, VA
Past
July 1, 2013 - June 9, 2015
DECKERT FINANCIAL MANAGEMENT INC
RIA
CRD#: 112133
NORTH CHESTERFIELD, VA
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(5/13/2025)
IAR
Virginia(6/11/2015)
Current Firm
RS
ROCK STEADY WEALTH, INC.
ROCK STEADY WEALTH, INC.
CRD#: 226639 / SEC#:
Texas
Registered Investment Advisory firm - (5/13/2025 Conditional Restricted)Virginia
Registered Investment Advisory firm - (6/11/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3301 Rosedale Ave Suite D, Richmond, VA 23230
Mailing Address
Phone number
(804) 683-2565
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 46 |
| AUM (Assets Under Management) | $ 3,760,774 |
Red Flags
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Company Information
ROCK STEADY WEALTH, INC.
CRD#: 226639Richmond, VA 23230TRUST BUT VERIFY
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