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Terrence Winston Casey

CHANCELLOR FINANCIAL GROUP LP·WILKES-BARRE, Pennsylvania
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60 PUBLIC SQUARE, WILKES-BARRE, PA 18701CRD# 1433590Firm CRD# 159563
01

About

Terrence Winston Casey is a registered financial advisor based in WILKES-BARRE, Pennsylvania, affiliated with CHANCELLOR FINANCIAL GROUP LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHANCELLOR FINANCIAL GROUP LP
CHANCELLOR FINANCIAL GROUP WB LP
AUM
$182M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CHANCELLOR FINANCIAL GROUP LP →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1433590
Firm CRD# 159563
2 disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in WILKES-BARRE
Kenneth John Krogulski — BERKSHIRE ASSET MANAGEMENT, LLCConstance Catherine Mihalick — CHANCELLOR FINANCIAL GROUP LPStacey Alan Wyandt — CHANCELLOR FINANCIAL GROUP LPCharles Daniel Martin — BERKSHIRE ASSET MANAGEMENT, LLCGerard Mihalick — BERKSHIRE ASSET MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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