822 Kumho Drive, Suite 300, Fairlawn, OH, 44333
Get directionsNo 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.
Learn about disclosures →Casey owns Urdiales Compliance Consultants, LLC, which provides compliance consulting to registered investment advisors. Casey founded the consultancy in 2018 and dedicates a few hours per week to consulting with clients.