Casey Securities LLC
Firm details
- Headquarters
- Greenbrae, California
- CRD number
- 35230
- Registered since
- December 10, 1976
- Website
- www.caseysec.com
Firm profile
FINTRXOverview
Casey Securities LLC is organized as a limited liability company and is SEC-registered, with registration dating back to 1976. Ownership is described as a combination of a domestic entity and an individual. The firm is classified as unclassified in the snapshot data. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. No firm-provided descriptions of business activities, advisory services, client segments, or fee arrangements were included in the source materials.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Willie Wong
Chief Compliance OfficerCRD 4170997

Anish Vora
Chief Executive OfficerCRD 5466748
Contacts
3 of 36
Drew Nobel
BrokerCRD 7190508
Brett Pollock
Floor BrokerCRD 1706263

Helene Postrel
FinOpCRD 2240945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenbrae, CA
Marin
Location
Greenbrae, CA
Headquartered in Greenbrae, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 300 Drakes Landing Rd
- Time zone
- PT (UTC-8)
- Office locations
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