Colin Casey
Colin Casey is a CFP-designated registered investment advisor at Newedge Advisors, based in Troy, MI, with 17 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
880 W. Long Lake Rd., Suite 550, Troy, MI, 48098
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Colin operates his LPL business under Stonebridge Financial Partners LLC and sells non-variable insurance. He also dedicates time to USA Hockey as an official, the Shorewood Kiwanis Club, and NewEdge Advisors as an Investment Advisor Representative, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations5 states
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.