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Gerard Martin Casey

W.E. DONOGHUE & CO., INC·NORWOOD, Massachusetts
Unclaimed Profile
629 WASHINGTON STREET, NORWOOD, MA 02062CRD# 1137961Firm CRD# 106705
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
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
No disclosures on file
View on FINRA BrokerCheck →

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05

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 in NORWOOD
William Elliott Donoghue — W.E. DONOGHUE & CO., INCLuis Manuel Raposo — SHOREPOINT CAPITAL PARTNERS LLCTimothy George Vanech — SHOREPOINT CAPITAL PARTNERS LLCGerald Loftin — PROFICIENT WEALTH COUNSELORS, LLCMatthew Craig Slaney — FINARC INVESTMENTS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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