Casey Lee Fox
Investment adviser representative at Erben Associates, LLC
10 yearsExperience
1 stateRegistered in
$402.5MFirm assets
7 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
10 years in the industry.
- M Holdings Securities, Inc.Sep 2022 to now
- Erben Associates, LLCAug 2022 to now
- Massachusetts Mutual Life Insurance CompanyAug 2022 to now
- MML Investors Services, LLCMar 2017 to Jul 2022
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Erben Associates, LLC
$402.5MAssets managed
128Clients
8Advisers
7 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
- 5003167
- Firm CRD
- 148703