Casey Tenney

DATUM WEALTH MANAGEMENT

WARWICK, RI 02886

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CRD#: 6700641

Professional summary

Casey Tenney, CFP® is a registered financial advisor currently at DATUM WEALTH MANAGEMENT located in Warwick, Rhode Island.

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

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey Tenney'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: 2017

Experience

Current

August 21, 2026 - Present

DATUM WEALTH MANAGEMENT

Office #1: 475 Kilvert Street Building A, Suite 320, Warwick, RI 02886

RIA

CRD#: 342854

WARWICK, RI

Past

December 1, 2016 - May 24, 2018

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

Atlanta, GA

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

Rhode Island
(8/21/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/16/2016

Uniform Investment Adviser Law Examination

Current Firm

DATUM WEALTH MANAGEMENT

DATUM WEALTH MANAGEMENT | DATUM WEALTH MANAGEMENT LLC

CRD#: 342854 / SEC#:

Rhode Island

Registered Investment Advisory firm - (7/29/2026 Approved)

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Contact information

Main Address

East Greenwich, RI

Mailing Address

Phone number

(203) 232-0363

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Casey Tenney

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DATUM WEALTH MANAGEMENT

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2016

Current Firm

DATUM WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

DATUM WEALTH MANAGEMENT

TRUST BUT VERIFY

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