Patrick Henry Casserly
Investment adviser representative at Accelerate Retirement
19 yearsExperience
1 stateRegistered in
$315.4MFirm assets
3 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 assetsHourlyFixed or flat fee
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
19 years in the industry.
- Accelerate RetirementNov 2025 to now
- Accelerate Investment Advisors LLCAug 2025 to now
- Sapers & WallackFeb 2025 to now
- Mass Mutual Life Insurance CompanySep 2021 to Feb 2025
- MML Investors Services, LLCAug 2021 to Feb 2025
- Fidelity Brokerage Services LLCNov 2019 to Aug 2021
- Fidelity InvestmentsJul 2017 to Aug 2021
- Liberty Mutual InsuranceMar 2007 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Accelerate Retirement
Legal name: Accelerate Investment Advisors LLC
$315.4MAssets managed
1,076Clients
31Advisers
3 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
- 7220774
- Firm CRD
- 325859