Edward
Casasola
Empirical Wealth Management
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About this Advisor
Edward Casasola is a financial advisor based in Irvine, California with a total of 1 year of relevant experience. Casasola is currently employed by Empirical Wealth Management. During their career, the advisor has held roles at Charles Schwab & Co, Charles Schwab Bank, Empirical Wealth Management and Financial Engines Advisors L.L.C. Casasola has Series 63 and Series 66 licenses, certifying them as a securities broker, and can work in California, Oregon and Washington. Empirical Wealth Management is a firm operating out of Seattle, WA. It has offices in 11 locations and a total of 65 financial advisors. It has $4 billion in assets between its 6,280 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 6,280 customer accounts, 62% are held by high-net-worth investors who have at least $1 million in investable assets. The company offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually depend on which services the firm provides the client. However, fee types billed by Empirical Wealth Management most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empirical Wealth Management Brokerage Details
$4,178,934,091
65
6,280
$665,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Edward Casasola Work History
Edward has been registered as a financial advisor for 1 years.*
Empirical Wealth Management
Financial Engines Advisors L.L.C
Charles Schwab Bank
Charles Schwab & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Edward Casasola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Empirical Wealth Management
Seattle, WA
Irvine, CA
Seattle, WA
Seattle, WA
Portland, OR
Seattle, WA
Anchorage, AK
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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