Patrick H. Casserly

ACCELERATE RETIREMENT

Newton, MA 02458

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CRD#: 7220774

Professional summary

Patrick Henry Casserly, who also goes by Patrick Henry Casserly, Patrick Casserly, is a registered financial advisor currently at ACCELERATE RETIREMENT located in Newton, Massachusetts.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Patrick has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Henry Casserly | Patrick Casserly

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 Patrick Henry Casserly'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

November 4, 2025 - Present

ACCELERATE RETIREMENT

Office #1: 313 Washington Street Suite 307, Newton, MA 02458

RIA

CRD#: 325859

Newton, MA

Past

September 27, 2021 - February 3, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

WELLESLEY, MA

Past

March 16, 2020 - August 27, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 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

Massachusetts
(11/4/2025)

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: 4/3/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/16/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/14/2020

Securities Industry Essentials Examination

Current Firm

ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

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Contact information

Main Address

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656

Mailing Address

Phone number

(888) 439-7071

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts	704
AUM (Assets Under Management)	$ 242,848,720

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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Advisor Monitoring

Firm Stability Insights

Patrick H. Casserly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Henry Casserly's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

ACCELERATE RETIREMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2025

Series 63

Date: 5/15/2020

Series 7TO

Date: 3/16/2020

SIE

Date: 2/14/2020

Current Firm

ACCELERATE RETIREMENT

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCELERATE RETIREMENT

TRUST BUT VERIFY

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