Casey P. Mccoart
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Casey Patrick Mccoart, who also goes by Casey Patrick Mccoart, Casey Mccoart, Casey P Mccoart, was a registered financial professional .
Casey is a previously registered financial professional and started their career in finance in 2016. Casey had worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 22, 2025 - October 7, 2025
VALMARK ADVISERS, INC.
August 7, 2024 - December 20, 2024
PEAK RETIREMENT PLANNING, INC.
February 28, 2024 - May 17, 2024
GOLDEN RESERVE RETIREMENT, LLC
September 25, 2018 - September 30, 2020
HORNOR, TOWNSEND & KENT, LLC
October 4, 2016 - April 19, 2018
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
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.
