Mel
Casey
Fbb Capital Partners
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About this Advisor
Mel Casey is a chartered financial analyst based out of Bethesda, Maryland who has 2 years of relevant experience. Casey is an advisor for Fbb Capital Partners. Throughout their career, they have worked at Fbb Capital Partners, 1919 Investment Counsel, LLC and Compass Point Research & Trading, LLC. Casey maintains a Series 63 license, designating them as a securities agent, and can serve investors in Maryland and Virginia. Fbb Capital Partners is a firm headquartered in Bethesda, MD. It has offices in three locations and a total of 21 employees. It administers $2 billion in total assets among its 2,899 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 2,899 customer accounts, 53% belong to high-net-worth investors who have greater than $1 million in investable assets. Fbb Capital Partners has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically vary depending on which services are provided. However, fee types billed by Fbb Capital Partners can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fbb Capital Partners Brokerage Details
$1,636,130,105
21
2,899
$564,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mel Casey Work History
Mel has been registered as a financial advisor for 2 years.*
Fbb Capital Partners
1919 Investment Counsel, LLC
1919 Investment Counsel, LLC
Compass Point Research & Trading, LLC
*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 Mel 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 Fbb Capital Partners
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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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