Robert Lawrence Casey
Investment adviser representative at Gds Wealth Management
7 yearsExperience
1 stateRegistered in
$1.8BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Gds Wealth ManagementSep 2021 to now
- One Way Holdings LLC d/b/a Gds Wealth ManagementDec 2017 to now
- Raymond James Financial Services Advisors Inc.Dec 2017 to Sep 2021
- Raymond James Financial Services, Inc.Dec 2017 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Gds Wealth Management
Legal name: One Way Holdings LLC
$1.8BAssets managed
1,082Clients
23Advisers
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
- 5721668
- Firm CRD
- 315934