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Edward Joseph Casey

LAKEWATER CAPITAL LLC·SKANEATELES, New York
Unclaimed Profile
3 FENNEL STREET, SKANEATELES, NY 13152CRD# 6276519Firm CRD# 169909
01

About

Edward Joseph Casey is a registered financial advisor based in SKANEATELES, New York, affiliated with LAKEWATER CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
LAKEWATER CAPITAL LLC
LAKEWATER CAPITAL LLC
AUM
$41M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LAKEWATER CAPITAL LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6276519
Firm CRD# 169909
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Joseph Casey offer?
Edward Joseph Casey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SKANEATELES, New York for a consultation.
What are Edward Joseph Casey's credentials?
Edward Joseph Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Casey located?
Edward Joseph Casey is based in SKANEATELES, New York, working with LAKEWATER CAPITAL LLC. Their office serves clients in the SKANEATELES metropolitan area and surrounding communities.
How does Edward Joseph Casey charge for services?
Edward Joseph 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 LAKEWATER CAPITAL LLC?
LAKEWATER CAPITAL LLC has approximately 6 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SKANEATELES
Somak Chattopadhyay — ARMORY SQUARE VENTURES MANAGER, LLCDaniel Anthony Sperrazza — LAKEWATER CAPITAL LLCGlenn Thomas Migliozzi — LAKEWATER CAPITAL LLCGerold Felix Lothar Klauer — LAKEWATER CAPITAL LLCNeenah Jain — ARMORY SQUARE VENTURES MANAGER, LLC
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City Guides
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Research
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