Casey
Clarke
Cadence Wealth Management LLC
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About this Advisor
Casey Clarke is a certified financial planner and chartered financial consultant who works out of Westborough, Massachusetts with a total of 13 years of industry experience. Clarke is currently employed by Cadence Wealth Management LLC. They have spent all of their time as a financial advisor at Cadence Wealth Management Llc. Clarke maintains a Series 63 license, which qualifies them as a securities agent, and is registered to advise clients in Massachusetts, New Hampshire and Rhode Island. Cadence Wealth Management LLC is a financial advisory company that has its headquarters in Westborough, MA. It oversees $263 million in total assets between its 2,830 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,830 accounts, 15% are held by high-net-worth investors who have at least $1 million in investable assets. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on which service is offered. Fee types billed by Cadence Wealth Management LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cadence Wealth Management LLC Brokerage Details
$262,682,581
8
2,830
$92,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Casey Clarke Work History
Casey has been registered as a financial advisor for 13 years.*
Cadence Wealth Management 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 Casey Clarke 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 Cadence Wealth Management LLC
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
