Casey M Vader
Investment adviser representative at Steele Street Private Wealth Management
17 yearsExperience
2 statesRegistered in
$187.5MFirm assets
5 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Steele Street Private Wealth ManagementJan 2019 to now
- Executive Wealth Planning PartnersJan 2015 to Jan 2019
- First Financial Equity CorporationApr 2009 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Steele Street Private Wealth Management
Legal name: Cdkv Holdings LLC
$187.5MAssets managed
111Clients
2Advisers
5 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
- 3015498
- Firm CRD
- 299856