Casey R. Hull
STRATEGIC ADVISERS LLC | Financial Consultant
BOSTON, MA
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CRD#: 6450419
Professional summary
Casey Roberts Hull, CFP®, who also goes by Casey Hull, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Cambridge, Massachusetts.
Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Casey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your dedicated CERTIFIED FINANCIAL PLANNER™ professional, I will act as your advocate to help ensure your financial plan is customized to meet your family's unique needs. Together, we will make sure you are empowered to make sound financial decisions in pursuit of life and family goals.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Casey Hull
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.
Name: MyMoneySpoke, Inc. Not Investment Related Address: 1729 Pine Street Apt 1 San Francisco, CA 94109 Nature of Business: Internet Blog-Not currently functioning Position: President and Founder Relationship with other businesses: None Hrs/mnth: 0 Hrs/Mnth during trading hours: 0 Duties: Not currently operating with no plans to continue to operate. Duties would include website management and creation.
CRS (Client Relationship Summary) - RIA
Click below to view Casey Roberts Hull'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: 2017
Education
Wheaton College
Bachelor of Arts (BA) - Economics
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BOSTON, MA
Current
June 9, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 200 Technology Square, Cambridge, MA 02139BD
CRD#: 7784
Cambridge, MA
Past
June 19, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SOMERVILLE, MA
Past
March 6, 2019 - September 6, 2019
GROVE
RIA
CRD#: 281084
San Francisco, CA
Past
July 13, 2018 - March 8, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
August 10, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SAN FRANCISCO, CA
Past
June 9, 2015 - March 7, 2019
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SAN FRANCISCO, CA
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(6/9/2020)
RR
California(6/9/2020)
RR
Colorado(11/16/2020)
RR
Connecticut(3/25/2023)
RR
District of Columbia(3/25/2023)
RR
Florida(10/9/2020)
RR
Georgia(7/21/2023)
RR
Idaho(3/21/2025)
RR
Illinois(7/18/2025)
RR
Maine(3/24/2021)
RR
Massachusetts(7/17/2024)
IAR
Massachusetts(3/31/2025)
RR
Minnesota(2/12/2021)
RR
Nevada(6/9/2020)
RR
New Hampshire(10/8/2021)
RR
New Jersey(8/13/2021)
RR
New Mexico(10/8/2021)
RR
New York(6/4/2021)
RR
North Carolina(3/24/2021)
RR
Oregon(6/9/2020)
RR
Rhode Island(7/17/2024)
RR
Tennessee(6/4/2021)
IAR
Texas(3/31/2025)
RR
Utah(9/18/2020)
RR
Vermont(9/18/2020)
RR
Virginia(8/8/2020)
RR
Washington(6/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Boston, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
