Casey Thompson Sclar
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
Experience
13 years in the industry.
- Kestra Advisory Services, LLCDec 2025 to now
- Kestra Investment Services, LLCDec 2025 to now
- UnemployedJun 2025 to Dec 2025
- Atrium Payroll Services, LLCFeb 2025 to Feb 2025
- Atrium Payroll Services, LLCFeb 2024 to Feb 2024
- P3works, LLCSep 2020 to Jun 2025
- Jvm LendingMar 2017 to Jun 2020
- University of California San DiegoSep 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 8197177
- Firm CRD
- 283330