Andrew Robert Casey
Investment adviser representative at Precedent Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$685MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Precedent Wealth Partners, LLCApr 2023 to now
- Lja Engineering, IncJun 2015 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Precedent Wealth Partners, LLC
$685MAssets managed
201Clients
18Advisers
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
- 7777671
- Firm CRD
- 325203