Casey Burns Mahoney
Investment adviser representative at Merit Financial Advisors
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$23.9BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Merit Financial AdvisorsApr 2025 to now
- Safeguard Wealth ManagementFeb 2023 to Apr 2025
- UBS Financial Services Inc.Aug 2019 to Feb 2023
- UnemployedMar 2019 to Aug 2019
- Fidelity Brokerage Services LLCJul 2018 to Mar 2019
- StarbucksNov 2017 to Jul 2018
- Physassist ScribesAug 2015 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MO, TX, WI).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
19 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
- 6995205
- Firm CRD
- 142457