Thomas
Casey

Belpointe Asset Management LLC

CRD#1330365
Investment Advisor
in The Villages, FL

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About this Advisor

Thomas Casey is a financial advisor based in The Villages, Florida, working with Belpointe Asset Management LLC. Thomas has previously held positions at Questar Capital Corporation, Questar Asset Management, Inc, Dean, Casey Financial Management, LLC, and Belpointe Asset Management, LLC. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Thomas is part of Belpointe Asset Management LLC, which operates out of The Villages, Florida. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

The Villages, FL

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$4,300,001,521

FL Average: $664,206,839
Total Number of Employees

215

FL Average: 10
Total Number of Accounts

22,446

FL Average: 1,698
Average Account Size

$191,571

FL Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Casey Work History

2018 - Present (7 years)

Belpointe Asset Management, LLC

2014 - 2018 (4 years)

Dean, Casey Financial Management, LLC

2012 - 2014 (2 years)

Questar Capital Corporation

2012 - 2014 (2 years)

Questar Asset Management, Inc

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Disclosures

Please visit the SEC profile of Thomas Casey 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 Belpointe Asset Management LLC

Michael Hindman
Jacksonville, AL
Nathan Lewis
Champaign, IL
Katherine Clausen
Janesville, WI
Scott Mullen
Reno, NV
Garrett Devine
Beverly Hills, CA
Paul Lewis
Champaign, IL
David Hoffman
Reno, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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