Casey K. Blout

MGO PRIVATE WEALTH

NEW YORK, NY

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CRD#: 7151241

Professional summary

Casey Kelly Blout is a registered financial advisor currently at MGO PRIVATE WEALTH, LLC 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 1 firm 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

MGO PRIVATE WEALTH, LLC

RIA

CRD#: 283909

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".

MGO PRIVATE WEALTH, LLC

MGO PRIVATE WEALTH, LLC | MGO WEALTH ADVISORS, LLC

CRD#: 283909 / SEC#: 801-108057

RIA

Registered Investment Advisory firm - (7/6/2016 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)

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: 5/9/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/10/2022

Securities Industry Essentials Examination

Current Firm

MGO PRIVATE WEALTH, LLC

MGO PRIVATE WEALTH, LLC | MGO WEALTH ADVISORS, LLC

CRD#: 283909 / SEC#: 801-108057

RIA

Registered Investment Advisory firm - (7/6/2016 Approved)

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Contact information

Main Address

111 Pacifica Suite 300, Irvine, CA 92618

Mailing Address

Phone number

(949) 207-3241

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MGO ADV PART 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 206,197,659

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/27/2025	Cover Page	Report
09/23/2024	Cover Page	Report
01/02/2024	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.

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Casey K. Blout

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MGO PRIVATE WEALTH, LLC

Primary Firm SEC Registration

MGO PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/9/2023

SIE

Date: 12/10/2022

Current Firm

MGO PRIVATE WEALTH, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MGO PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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