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Thomas Dewey Case

CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC·FORT MYERS, Florida
ChFCSeries 6Series 63SIELicensed in 3 states
Unclaimed Profile
12140 CARISSA COMMERCE COURT, FORT MYERS, FL 33966CRD# 1765158Firm CRD# 148892
01

About

Thomas Dewey Case is a registered financial advisor based in FORT MYERS, Florida, affiliated with CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC
AUM
$478M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC →
Services
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1765158
Firm CRD# 148892
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Dewey Case offer?
Thomas Dewey Case specializes in Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.
What are Thomas Dewey Case's credentials?
Thomas Dewey Case holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Dewey Case located?
Thomas Dewey Case is based in FORT MYERS, Florida, working with CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Thomas Dewey Case charge for services?
Thomas Dewey Case's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC?
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC has approximately 6 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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