Marc David Caskey
Investment adviser representative at Pile Wealth Management
12 yearsExperience
1 stateRegistered in
PFSDesignation
$188.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pile Wealth ManagementAug 2025 to now
- Rj Pile & Company, LLC d/b/a Pile CpasNov 2019 to now
- Caskey & Daily, P.C.Aug 2014 to Nov 2019
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Pile Wealth Management
Legal name: Rjp Investment Advisors, LLP
$188.7MAssets managed
86Clients
4Advisers
4 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
- 8148752
- Firm CRD
- 111536