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CB

Casey K. Blout

LEGACY PCG
NEW YORK, NY
Some features on this profile are disabled
CRD#: 7151241
CB

Professional summary

Casey Kelly Blout is a registered financial advisor currently at LEGACY PCG, LLC located in New York, New York and GENTRUST located in New York, New York.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Casey has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

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 Kelly Blout's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 9, 2023 - Present

LEGACY PCG, LLC

RIA
CRD#: 283909
NEW YORK, NY
Current

December 5, 2025 - Present

GENTRUST

Office #1: 500 Fifth Avenue 49th Floor, New York, NY, 10110
RIA
CRD#: 158369
New York, NY

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".
GE
GENTRUST
GENTRUST | GENTRUST, LLC | GENTRUST WEALTH MANAGEMENT, LLC

CRD#: 158369 / SEC#: 801-72707

RIA
Registered Investment Advisory firm - (10/5/2011 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.

Highlighted states indicate IAR registrations

IAR
California
(5/9/2023)
IAR
New York
(11/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/9/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/10/2022
Securities Industry Essentials Examination

Current Firm

GE
GENTRUST
GENTRUST | GENTRUST, LLC | GENTRUST WEALTH MANAGEMENT, LLC

CRD#: 158369 / SEC#: 801-72707

RIA
Registered Investment Advisory firm - (10/5/2011 Approved)
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Contact information

Main Address
1450 Brickell Avenue Suite 3050, Miami, FL 33131
Mailing Address
Phone number
(305) 677-6688
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GENTRUST PART 2A BROCHURE MARCH 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,667
AUM (Assets Under Management)$ 4,460,903,724

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
08/26/2024
Cover Page
Report
11/27/2023
Cover Page
Report
08/25/2022
Cover Page
Report

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

GENTRUST

CRD#: 158369New York, NY

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