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Terrence Winston Casey

CHANCELLOR FINANCIAL GROUP LP·WILKES-BARRE, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 66Clean record14 years registeredCHANCELLOR FINANCIAL GROUP LP
60 PUBLIC SQUARE, WILKES-BARRE, PA 18701CRD# 1433590Firm CRD# 159563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence Winston Casey · WILKES-BARRE, PA
Registration
CRD #1433590 · CHANCELLOR FINANCIAL GROUP LP · 14 years registered
Brand Profile
Not yet started
01

Career History

CHANCELLOR FINANCIAL GROUP WB LP
Apr 2012 – present
M&T SECURITIES, INC.
Sep 2011 – Mar 2012
WILKES-BARRE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · September 7, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
CHANCELLOR FINANCIAL GROUP LP
CRD 159563 · SEC 801-117707
AUM
$182M
Regulatory assets under management
Employees
10
811 client accounts
Services offered by CHANCELLOR FINANCIAL GROUP LP
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 CHANCELLOR FINANCIAL GROUP LP →
Introduction

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05

Frequently Asked Questions

What services does Terrence Winston Casey offer?
Terrence Winston Casey specializes in Financial Planning, Investment Management. Contact their office in WILKES-BARRE, Pennsylvania for a consultation.
What are Terrence Winston Casey's credentials?
Terrence Winston Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence Winston Casey located?
Terrence Winston Casey is based in WILKES-BARRE, Pennsylvania, working with CHANCELLOR FINANCIAL GROUP LP. Their office serves clients in the WILKES-BARRE metropolitan area and surrounding communities.
How does Terrence Winston Casey charge for services?
Terrence Winston 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 CHANCELLOR FINANCIAL GROUP LP?
CHANCELLOR FINANCIAL GROUP LP has approximately 10 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WILKES-BARRE, PA

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