Candida
Casey

Northwest Asset Management

CRD#1556080
Investment Advisor
in Chicago, IL

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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

Series 63, Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Chicago, IL

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Northwest Asset Management Brokerage Details

Total Assets Under Management

$3,027,418,741

IL Average: $3,566,627,242
Total Number of Employees

55

IL Average: 46
Total Number of Accounts

8,627

IL Average: 1,499
Average Account Size

$350,924

IL Average: $2,379,338

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.*

2019 - Present (5 years)

Northwest Asset Management

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2013 - 2019 (6 years)

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

Mahum Prasad
Mercer Island, WA
Candida Casey
Chicago, IL
Douglass Mccrae
Mercer Island, WA
Ryan Rourke
Mercer Island, WA
Bradley Sayre
Mercer Island, WA
Noura Alsheikh
Mercer Island, WA
Brad Landry
Black Diamond, WA
Gabriella Sheffield
Mercer Island, 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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