Unclaimed Profile

Casey Moore Condron

FIAM LLC·SMITHFIELD, Rhode Island

SIE, Series 3, Series 7, Series 24, Series 30, Series 63Clean record22 years registeredFIAM LLC

900 SALEM STREET, SMITHFIELD, RI 02917CRD# 3092905Firm CRD# 133196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Casey Moore Condron · SMITHFIELD, RI

Registration

CRD #3092905 · FIAM LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIAM LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2004 – Oct 2011

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 30

Series 63

Registration record

First registered · July 22, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

FIAM LLC

CRD 133196 · SEC 801-63658

AUM

$219.2B

Regulatory assets under management

Employees

168

605 client accounts

Services offered by FIAM LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FIAM LLC →

Introduction

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Frequently Asked Questions

What services does Casey Moore Condron offer?

Casey Moore Condron specializes in Investment Management, Retirement Planning, Wealth Management.

What are Casey Moore Condron's credentials?

Casey Moore Condron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Casey Moore Condron located?

Casey Moore Condron is based in SMITHFIELD, Rhode Island, last registered with FIAM LLC.

How does Casey Moore Condron charge for services?

Casey Moore Condron's firm is compensated through percentage of aum, performance-based fees, other: administration fees. percentage of revenue from affiliates. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIAM LLC?

FIAM LLC has approximately 168 employees and manages $219.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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