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William Robert Casey

MARBLE RIDGE CAPITAL LP·NEW YORK, New York
SIE, Series 7, Series 7TO, Series 55, Series 63Clean recordMARBLE RIDGE CAPITAL LP
1250 BROADWAY, NEW YORK, NY 10001CRD# 2150237Firm CRD# 281538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Robert Casey · NEW YORK, NY
Registration
CRD #2150237 · MARBLE RIDGE CAPITAL LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MRCAP LP
CRD 281538 · SEC 802-120547
AUM
$1.2B
Regulatory assets under management
Services offered by MRCAP LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at MRCAP LP →
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04

Frequently Asked Questions

What services does William Robert Casey offer?
William Robert Casey specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are William Robert Casey's credentials?
William Robert Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robert Casey located?
William Robert Casey is based in NEW YORK, New York, working with MARBLE RIDGE CAPITAL LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does William Robert Casey charge for services?
William Robert Casey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARBLE RIDGE CAPITAL LP?
MARBLE RIDGE CAPITAL LP is a registered investment adviser with the SEC, managing $1.2B in regulatory assets under management. See their Form ADV for full details.
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Daniel Brian Kamensky
GREENVALE, NY

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