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Michael P. Casey

AMERICAN EXECUTIVE ADVISORS
Alexandria, VA 22309
Some features on this profile are disabled
CRD#: 6618792
MC

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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/14/2016
Uniform Investment Adviser Law Examination

Current Firm

AE
AMERICAN EXECUTIVE ADVISORS, LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 5,000,000

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.

Company Information

AMERICAN EXECUTIVE ADVISORS, LLC

CRD#: 306477Alexandria, VA 22309

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