Casey Daniel Clarke
Investment adviser representative at Cadence Wealth Management LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$448MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Cadence Wealth Management LLCOct 2010 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (MA).
Cadence Wealth Management LLC
$448MAssets managed
696Clients
6Advisers
12 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
- 2911372
- Firm CRD
- 155080