Christianna
Casey

Stride Investments, LLC

CRD#7594603
Investment Advisor
in Chicago, IL

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About this Advisor

Christianna Casey is a financial advisor operating out of Chicago, Illinois with 1 year of relevant experience. Casey is on the advisory team at Stride Investments, LLC. Throughout their career, they have worked at Stride Financial, LLC, Stride Investments, LLC, Julep Southern Cuisine, Portico Restaurant, Casa Italiana, 3 Monkey'S Bar & Grill and Full Time Student. Casey has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Illinois. Stride Investments, LLC is a firm that has its headquarters in Chicago, IL. It has $142 million in assets across its 1,317 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,317 customer accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Stride Investments, LLC performs a set of services, such as portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules typically are based on the financial services. However, fee types billed by Stride Investments, LLC likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1925 N Clybourn Ave Suite 301
Chicago, IL 60614

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Stride Investments, LLC Brokerage Details

Total Assets Under Management

$142,233,000

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

1,317

IL Average: 2,564
Average Account Size

$107,998

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Christianna Casey Work History

Christianna has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stride Investments, LLC

2021 - Present (3 years)

Stride Financial, LLC

2021 - 2021 (< 1 year)

Julep Southern Cuisine

2020 - 2021 (1 year)

Portico Restaurant

2020 - 2020 (< 1 year)

Casa Italiana

2019 - 2020 (1 year)

3 Monkey'S Bar & Grill

2002 - 2020 (18 years)

Full Time Student

*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 Christianna 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 Stride Investments, LLC

Charles Vietzen
Chicago, IL
Tad Cook
Chicago, IL
Daniel Carroll
Chicago, IL
Samuel Mcelroy
Chicago, IL
Christianna Casey
Chicago, IL

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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