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Ryan Edward Casey

TILIA FIDUCIARY PARTNERS, INC.·WILMINGTON, North Carolina
Series 65Clean record8 years registeredTILIA FIDUCIARY PARTNERS, INC.
32 N. FRONT STREET, WILMINGTON, NC 28401CRD# 6776936Firm CRD# 157852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Edward Casey · WILMINGTON, NC
Registration
CRD #6776936 · TILIA FIDUCIARY PARTNERS, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

TILIA FIDUCIARY PARTNERS, INC.
Oct 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 13, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TILIA FIDUCIARY PARTNERS, INC.
CRD 157852 · SEC 801-120194
AUM
$173M
Regulatory assets under management
Employees
6
807 client accounts
Services offered by TILIA FIDUCIARY PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TILIA FIDUCIARY PARTNERS, INC. →
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05

Frequently Asked Questions

What services does Ryan Edward Casey offer?
Ryan Edward Casey specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, North Carolina for a consultation.
What are Ryan Edward Casey's credentials?
Ryan Edward Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Edward Casey located?
Ryan Edward Casey is based in WILMINGTON, North Carolina, working with TILIA FIDUCIARY PARTNERS, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Ryan Edward Casey charge for services?
Ryan Edward Casey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TILIA FIDUCIARY PARTNERS, INC.?
TILIA FIDUCIARY PARTNERS, INC. has approximately 6 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TILIA FIDUCIARY PARTNERS, INC.

John Ward Nesselroade
WILMINGTON, NC
Walker Lee Abney
WILMINGTON, NC
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Research
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