Michael P. Casey

AMERICAN EXECUTIVE ADVISORS

Alexandria, VA 22309

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CRD#: 6618792

Professional summary

Michael Patrick Casey, CFP®, who also goes by Michael Casey, is a registered financial advisor currently at AMERICAN EXECUTIVE ADVISORS, LLC located in Alexandria, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Casey

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.

MC MGMT, LLC; INVESTMENT RELATED; OWNER; INSURANCE SALES (LIFE & HEALTH); SAME OFFICE ADDRESS; SPEND 32 HOURS/MO, DURING TRADING. BITLYF, LLC; INVESTMENT RELATED; CO-FOUNDER; DEVELOPED A PATENT-PENDING SYSTEM FOR DIGITAL ASSETS; SAME ADDRESS; SPENDS 40 HOURS/MO DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Casey'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 30, 2020 - Present

AMERICAN EXECUTIVE ADVISORS, LLC

Office #1: 3931 San Leandro Place, Alexandria, VA 22309

RIA

CRD#: 306477

Alexandria, VA

Past

February 25, 2016 - January 30, 2020

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Alexandria, 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

Virginia
(1/30/2020)

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Exams

State Security Law Exam

IAR

Series 65

Date: 1/14/2016

Uniform Investment Adviser Law Examination

Current Firm

AMERICAN EXECUTIVE ADVISORS, LLC

CRD#: 306477 / SEC#:

Virginia

Registered Investment Advisory firm - (1/30/2020 Approved)

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Contact information

Main Address

3931 San Leandro Place, Alexandria, VA 22309

Mailing Address

Phone number

(202) 769-1202

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 5,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael P. Casey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Casey's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN EXECUTIVE ADVISORS, LLC

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2016

Current Firm

AMERICAN EXECUTIVE ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERICAN EXECUTIVE ADVISORS, LLC

TRUST BUT VERIFY

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