Kerrie
Casey
Sageview Advisory Group, LLC
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About this Advisor
Kerrie Casey is a financial advisor based in Boston, Massachusetts, working with Sageview Advisory Group, LLC. Kerrie has previously held positions at The Bostonian Group, Sageview Advisory Group, Mmc Securities Corp, and Cetera Advisor Networks LLC. Kerrie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Kerrie is part of Sageview Advisory Group, LLC, which operates out of Boston, Massachusetts. The firm has 36 offices and 262 employees. The firm manages assets totaling $202.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Sageview Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sageview Advisory Group, LLC Brokerage Details
$202,573,491,630
262
34,543
$5,864,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kerrie Casey Work History
Sageview Advisory Group
Cetera Advisor Networks LLC
Mmc Securities Corp
The Bostonian Group
Disclosures
Please visit the SEC profile of Kerrie 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 Sageview Advisory Group, LLC
Newport Beach, CA
Redwood City, CA
Boston, MA
Newport Beach, CA
Newport Beach, CA
Redwood City, CA
Tulsa, OK
Newport Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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