Casey r Robert Hazen
Investment adviser representative at Horizon Investments LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$8.5BFirm 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.
- Portfolio management
Experience
11 years in the industry.
- Quasar Distributors, LLCAug 2020 to now
- Horizon Investments LLCJul 2020 to now
- UBS Financial Services Inc.Sep 2015 to Jul 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Horizon Investments LLC
$8.5BAssets managed
1,467Clients
27Advisers
26 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
- 6343355
- Firm CRD
- 109552