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Casey Stromer
20 Years of Experience
Caldwell, ID
1 DisclosureBroker
Casey Stromer is a registered investment advisor at Cetera Investment Advisers LLC, based in Caldwell, ID, with 20 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Caldwell, ID
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2012Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
May 2022 - Present · 4 yrs
Cetera Wealth Services, LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
Cetera Advisor Networks LLC
May 2022 - June 2023 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2009 - May 2022 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2009 - May 2022 · 12 yrs 11 mos
Edward Jones
June 2006 - June 2009 · 3 yrs
Edward JonesBroker
June 2006 - June 2009 · 3 yrs
Morgan Stanley
July 2005 - June 2006 · 11 mos
Morgan Stanley Dw INC.Broker
June 2005 - June 2006 · 1 yr
State Registrations2 states
CAID
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.