Casey Desautelle is a registered investment advisor, based in Philadelphia, PA, with 2 years of industry experience.
Location
1717 Arch Street, Suite 330, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Casey works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. Casey also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week, and works as a bartender and food server at Hoco Brewhive, also spending a few hours per week.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
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.