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Gerard Martin Casey

W.E. DONOGHUE & CO., INC·NORWOOD, Massachusetts
Clean recordW.E. DONOGHUE & CO., INC
629 WASHINGTON STREET, NORWOOD, MA 02062CRD# 1137961Firm CRD# 106705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerard Martin Casey · NORWOOD, MA
Registration
CRD #1137961 · W.E. DONOGHUE & CO., INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerard Martin Casey is a registered financial advisor based in NORWOOD, Massachusetts, affiliated with W.E. DONOGHUE & CO., INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
W.E. DONOGHUE & CO., INC
W.E. DONOGHUE & CO., INC
AUM
$1.6B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at W.E. DONOGHUE & CO., INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other advisory services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1137961
Firm CRD# 106705
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gerard Martin Casey offer?
Gerard Martin Casey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORWOOD, Massachusetts for a consultation.
What are Gerard Martin Casey's credentials?
Gerard Martin Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard Martin Casey located?
Gerard Martin Casey is based in NORWOOD, Massachusetts, working with W.E. DONOGHUE & CO., INC. Their office serves clients in the NORWOOD metropolitan area and surrounding communities.
How does Gerard Martin Casey charge for services?
Gerard Martin Casey'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 W.E. DONOGHUE & CO., INC?
W.E. DONOGHUE & CO., INC has approximately 10 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at W.E. DONOGHUE & CO., INC

William Elliott Donoghue
NORWOOD, MA

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Research
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