Slayd
Casey
Fidelity Personal And Workplace Advisors
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About this Advisor
Slayd Casey is a financial advisor who works in Leawood, Kansas. Casey is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Bbva Securities, Inc, Bbva Insurance Agency, Inc, Bbva Usa, Truity Credit Union, Glory Days Pizza, Ekdahl Dining Commons, Buffalo Bobs Smokehouse, India Palace, Southwestern Advantage, Bbva Wealth Solutions, Inc, Ohio National Equity Sales Company, Ohio National Financial Services, Pizza Shuttle and Fidelity Investments. Casey has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Colorado, Iowa, Kansas, Missouri and Nebraska. Fidelity Personal And Workplace Advisors is a firm operating out of Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 advisors. It administers $653 billion in total assets between its 1,712,247 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Fidelity Personal And Workplace Advisors performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees depend on the financial services provided. However, fee types billed by Fidelity Personal And Workplace Advisors likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Slayd Casey Work History
Slayd has been registered as a financial advisor for 0 years.*
Fidelity Investments
Pizza Shuttle
Ohio National Equity Sales Company
Ohio National Financial Services
Bbva Securities, Inc
Bbva Wealth Solutions, Inc
Bbva Insurance Agency, Inc
Bbva Usa
Bbva Usa
Truity Credit Union
Glory Days Pizza
Ekdahl Dining Commons
Buffalo Bobs Smokehouse
India Palace
Southwestern Advantage
*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 Slayd 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 Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
Fort Lauderdale, FL
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