Candida
Casey
Northwest Asset Management
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About this Advisor
Candida Casey is a financial advisor who works out of Chicago, Illinois with a total of 4 years of industry experience. Casey is an advisor for Northwest Asset Management. The advisor has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Northwest Asset Management. Casey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois and Washington. Northwest Asset Management is a business that has its headquarters in Mercer Island, WA. The company has offices in 66 locations and a total of 55 advisors. It controls $3 billion in assets among its 8,627 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 8,627 accounts, 26% are associated with high-net-worth investors who have more than $1 million in investable assets. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management usually depend on the financial services. Fee types charged by Northwest Asset Management may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Asset Management Brokerage Details
$3,027,418,741
55
8,627
$350,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Candida Casey Work History
Candida has been registered as a financial advisor for 4 years.*
Northwest Asset Management
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Candida 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 Northwest Asset Management
Mercer Island, WA
Chicago, IL
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
Mercer Island, WA
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