CD
CFA
CD
CFA

Casey Dregits

18 Years of Experience
Carmel, IN
Broker

Casey Dregits is a CFA-designated registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 18 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
606 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12711 N. Meridian Street, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
October 2013 - Present · 13 yrs
Capital Client Group, INC.
March 2008 - Present · 18 yrs 7 mos
Capital Client Group, INC.Broker
March 2008 - Present · 18 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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