Unclaimed Profile

Jeffrey John Casey

CAPITAL ASSET ADVISORY SERVICES, LLC.·WILLIAMSTON, Michigan

SIE, Series 7, Series 63CFP ChFC16 years registeredCAPITAL ASSET ADVISORY SERVICES, LLC.

148 E GRAND RIVER AVE., WILLIAMSTON, MI 48895CRD# 3040426Firm CRD# 110929

Profile Verification

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

Identity

Jeffrey John Casey · WILLIAMSTON, MI

Registration

CRD #3040426 · CAPITAL ASSET ADVISORY SERVICES, LLC. · 16 years registered

Brand Profile

Not yet started

Career History

CG ADVISORY SERVICES

Aug 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · August 6, 2010

Years registered · 16

Professional designations · CFP, ChFC

Disclosure History

2010Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL ASSET ADVISORY SERVICES, LLC.

CRD 110929 · SEC 801-67082

AUM

$3.2B

Regulatory assets under management

Employees

130

17,241 client accounts

Services offered by CAPITAL ASSET ADVISORY SERVICES, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey John Casey offer?

Jeffrey John Casey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTON, Michigan for a consultation.

What are Jeffrey John Casey's credentials?

Jeffrey John Casey holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey John Casey located?

Jeffrey John Casey is based in WILLIAMSTON, Michigan, working with CAPITAL ASSET ADVISORY SERVICES, LLC.. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.

How does Jeffrey John Casey charge for services?

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

How large is CAPITAL ASSET ADVISORY SERVICES, LLC.?

CAPITAL ASSET ADVISORY SERVICES, LLC. has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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