Unclaimed Profile

Walid Liu Petiri

CASI INSTITUTIONAL CONSULTING, INC.·BALTIMORE, Maryland

Series 7, Series 66Clean record10 years registeredCASI INSTITUTIONAL CONSULTING, INC.

1425 EUTAW PLACE, BALTIMORE, MD 21217CRD# 3101819Firm CRD# 281608

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Walid Liu Petiri · BALTIMORE, MD

Registration

CRD #3101819 · CASI INSTITUTIONAL CONSULTING, INC. · 10 years registered

Brand Profile

Not yet started

Career History

FINANCIAL MANAGEMENT STRATEGIES, LLC

Mar 2022 – present

CASI INSTITUTIONAL CONSULTING, INC.

Nov 2015 – Dec 2016

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 24, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASI INSTITUTIONAL CONSULTING, INC.

CRD 281608 · SEC 801-106964

AUM

$130M

Regulatory assets under management

Employees

2 client accounts

Services offered by CASI INSTITUTIONAL CONSULTING, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at CASI INSTITUTIONAL CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Walid Liu Petiri offer?

Walid Liu Petiri specializes in Wealth Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Walid Liu Petiri's credentials?

Walid Liu Petiri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walid Liu Petiri located?

Walid Liu Petiri is based in BALTIMORE, Maryland, working with CASI INSTITUTIONAL CONSULTING, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Walid Liu Petiri charge for services?

Walid Liu Petiri's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASI INSTITUTIONAL CONSULTING, INC.?

CASI INSTITUTIONAL CONSULTING, INC. has approximately 1 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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