Christopher Vito Casey
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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
12 years in the industry.
- Strategic Advisers LLCNov 2025 to now
- Fidelity InvestmentsJul 2024 to now
- UnemployedApr 2024 to Jul 2024
- StudentFeb 2024 to Apr 2024
- UnemployedDec 2023 to Feb 2024
- StudentSep 2023 to Dec 2023
- Rucker InvestmentsMay 2023 to Sep 2023
- StudentFeb 2023 to May 2023
- Dell EmcDec 2022 to Feb 2023
- StudentSep 2022 to Dec 2022
- Dell EmcJun 2022 to Sep 2022
- StudentFeb 2022 to May 2022
- Dell EmcDec 2021 to Feb 2022
- StudentSep 2021 to Dec 2021
- Dell EmcJun 2021 to Sep 2021
- StudentFeb 2021 to Jun 2021
- UnemployedDec 2020 to Feb 2021
- StudentSep 2020 to Dec 2020
- UnemployedJun 2020 to Sep 2020
- StudentNov 2019 to Jun 2020
- Stop N' ShopJun 2019 to Nov 2019
- StudentApr 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7963501
- Firm CRD
- 104555