Colin
Casey
Newedge Advisors
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About this Advisor
Colin Casey is a financial advisor based in Troy, Michigan, working with Newedge Advisors. Colin has previously held positions at Lpl Financial LLC, Cwm, LLC, Stonebridge Financial Partners, LLC, Cetera Advisor Networks, Usa Hockey, and Newedge Advisors, LLC. Colin has passed the Series 66 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Colin is part of Newedge Advisors, which operates out of Troy, Michigan. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 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, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
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
Colin Casey Work History
Lpl Financial LLC
Newedge Advisors, LLC
Usa Hockey
Cetera Advisor Networks
Cwm, LLC
Stonebridge Financial Partners, LLC
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Colin 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 Newedge Advisors
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