John Peter Casey
Professional Summary
John Peter Casey is a registered financial advisor currently at MERIDIAN INVESTMENTS, INC. located in Vienna, Virginia. John is registered as a RR (Registered Representative) and started their career in finance in 1981. John has worked at 5 firms and has passed the Series 63, SIE and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
MERIDIAN INVESTMENTS, INC.
Contact Information
Main Address
8065 Leesburg Pike 504, Vienna, VA 22182Mailing Address
8065 Leesburg Pike 504, Vienna, VA 22182Phone Number
(301) 983-5000Established
Massachusetts since 04/22/1983Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CASEY, JOHN PETER | VICE CHAIRMAN/DIRECTOR | 731545 |
| MCDERMOTT, JEREMIAH JOHN | PRESIDENT, DIRECTOR, ASSISTANT TREASURER | 2205038 |
| BOC, JOHN FRANCIS | CHAIRMAN/TREASURER/DIRECTOR | 707131 |
| BRILMAN, ROMAN | EXECUTIVE REP, AMLCO, CEO | 4250758 |
| MCDERMOTT, TYLER WILLIAM | VICE PRESIDENT | 7983067 |
| PAYNE, KIMBERLY E | FINOP, CFO | 5531223 |
| WISNIEWSKI, CAROLINE ELIZABETH | CHIEF COMPLIANCE OFFICER | 1463513 |
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(5/19/1986)
(6/11/1985)
(1/17/1983)
(8/5/2009)
(4/20/1993)
(8/30/1985)
(6/3/1985)
(3/6/1984)
(6/7/1985)
(10/13/1987)
(4/20/1993)
(8/30/1985)
(9/11/1985)
(6/12/1985)
(2/12/1993)
(6/7/1993)
(6/4/1985)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed May 1981About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John Peter Casey's CRS (Customer Relationship Summary).
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