Slayd Casey
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Pizza ShuttleJun 2022 to Dec 2022
- Ohio National Equity Sales CompanySep 2021 to Dec 2022
- Ohio National Financial ServicesSep 2021 to Dec 2022
- Bbva Wealth Solutions, IncDec 2020 to Sep 2021
- Bbva Securities, Inc.Jul 2020 to Sep 2021
- Bbva Insurance Agency, Inc.Nov 2019 to Sep 2021
- Bbva USAAug 2019 to Sep 2021
- UnemployedMay 2019 to Jul 2019
- Bbva USAJul 2017 to Apr 2019
- Truity Credit UnionJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7280100
- Firm CRD
- 104555