Mark Paul Casa
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsMar 2025 to now
- LPL Enterprise, LLCNov 2024 to Mar 2025
- The Prudential Insurance Company of AmericaOct 2024 to Nov 2024
- Pruco Securities LLCJul 2024 to Nov 2024
- UnemployedNov 2022 to Jun 2024
- Bmw of WestchesterJan 2022 to Oct 2022
- Bmw of Mt KiscoOct 2020 to Dec 2021
- UnemployedApr 2020 to Oct 2020
- Bmw of GreenwichJun 2019 to Apr 2020
- UnemployedApr 2019 to Jun 2019
- AXA Advisors, LLC.Dec 2018 to Apr 2019
- UnemployedOct 2018 to Dec 2018
- Roundtable Financial Group, LLCJan 2012 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1986147
- Firm CRD
- 104555