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 a limited liability company that has been SEC-registered since 1976. The firm is identified in the source as owned by a domestic entity and/or individual owners and is classified as "Unclassified" in the available dataset. The profile indicates Casey Securities does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser. The record also marks the adviser as not newly formed and not a pension consultant or related adviser. The FINTRX snapshot supplies only high-level structural data; the firm did not provide details on its client base, fee structure, specific business activities, or advisory services in the material supplied.
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 2ANISH VORA
Chief Executive OfficerCRD 5466748
WILLIE WONG
Chief Compliance OfficerCRD 4170997
Contacts
3 of 37STEVEN YAMAGATA
ClerkCRD 2667508
CHRISTOS KOUFOMIHALIS
Floor BrokerCRD 4439286
Olivia Kohndrow
Derivatives SpecialistCRD 7600620
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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