AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KM

Kasey Methven

BLACKROCK EXECUTION SERVICES
Wilmington , DE 19809
CRD#: 8144535
Some features on this profile are disabled
KM
Kasey MethvenBLACKROCK EXECUTION SERVICES

Professional summary

Kasey Methven is a registered financial professional currently at BLACKROCK EXECUTION SERVICES located in Wilmington , Delaware.

Kasey is registered as a RR (Registered Representative) and started their career in finance in 2026. Kasey has worked at 1 firm and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Kasey Methven'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®
None

Experience

Current

April 2, 2026 - Present

BLACKROCK EXECUTION SERVICES

Office #1: 100 Bellevue Parkway , Wilmington , DE 19809
BD
CRD#: 39438
Wilmington , DE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 4/2/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/20/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BE
BLACKROCK EXECUTION SERVICES
BARCLAYS GLOBAL INVESTORS SERVICES | BZW GLOBAL INVESTORS SERVICES | BZW BARCLAYS GLOBAL INVESTORS SERVICES | BLACKROCK EXECUTION SERVICES

CRD#: 39438 / SEC#: , 8-48719

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Loading...

Contact information

Main Address
50 Hudson Yards, New York, NY 10001
Mailing Address
1 University Square Drive, Princeton, NJ 08540
Phone number
(609) 282-3046
Established
California since 08/31/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.SHAREHOLDER
CONRAD, JESSICA KATHRYNMANAGER7402965
DEVICO, JOSEPH GEORGEMANAGER2808563
HEROLD, MEREDITH LCHIEF EXECUTIVE OFFICER AND DIRECTOR4792340
MARCUS, ZACHARY SETHCHIEF FINANCIAL OFFICER AND FINOP7040433
MARO, JONATHAN MARTINMANAGER6476640
MEADE, CHRISTOPHER JOSEPHCHIEF LEGAL OFFICER6728448
ROSTA, GREGORY MATTHEWCHIEF COMPLIANCE OFFICER5193482
SKOWRONSKI, SCOTT MICHAELCHIEF OPERATING OFFICER5171257
TERRY, ELISE MARIEMANAGER4042345
VILLACORTA, ROLAND ESTEBANMANAGER2566073

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

BLACKROCK EXECUTION SERVICES

CRD#: 39438Wilmington , DE 19809

TRUST BUT VERIFY

Monitor Kasey Methven

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Lawrence Earl Springer
Lawrence SpringerAdvisorCheck Check Mark
SHERPA CAPITAL MANAGEMENT
IAR
HOCKESSIN, DE
Jeffrey Michael Kropp
Jeffrey KroppAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Chadds Ford, PA
BC
Benjamin ContehAdvisorCheck Check Mark
BARGELD FINANCIAL
IAR
MEDIA, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.