Kevin C. Casey
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsSep 2025 to now
- Central States Capital MarketsApr 2025 to Sep 2025
- Global Medical Response - Airmedcare NetworkOct 2024 to Apr 2025
- LyftJun 2024 to Mar 2025
- All-weather Window Door and SidingMar 2024 to Oct 2024
- UnemployedFeb 2024 to Mar 2024
- Johnson County Siding and WindowApr 2021 to Feb 2024
- Country Home Elevator CheOct 2020 to Apr 2021
- Mercury Medical Group - Smith and NephewDec 2018 to Oct 2020
- WinduraFeb 2017 to Dec 2018
- Universal WindowsOct 2016 to Feb 2017
- Johnson County CommSep 2011 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 5899080
- Firm CRD
- 104555