Paul Frederick Casey

Employer firm

Renew Family Wealth CRD 298618

$105M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 03/2020
  Circle Squared Alternative Investments, Llc
  Morristown, NJ
• 12/2016 → 04/2020
  Sica Wealth Management, Llc
  Morristown, NJ
• 10/2019 → 12/2019
  Green Vista Capital
  Winter Park, FL
• 04/2020 → 06/2020
  Green Vista Capital
  Winter Park, FL
• 06/2020 → Present
  Third Seven Capital, Llc
  New York, NY
• 03/2021 → Present
  Renew Family Wealth
  West Palm Beach, FL

Previous Registrations

• 2017-01-03 → 2020-04-02
  Sica Wealth Management, Llc
  Morristown, NJ
  Palm Beach Gardens, FL
• 2016-08-02 → 2020-04-02
  Circle Squared Alternative Investments, Llc
  Morristown, NJ

Other Businesses

1.)REFUGE INVESTMENTS LLC. Start date - April 2020. 5 hours per month. Assists in the acquisition of Multi-family investments (distressed properties). 2.) 633 Holdings LLC, investment related, Palm Beach Gardens, FL, Insurance Agency, Insurance Agent, approximately 2 hours/month devoted to this business 3.) Cornerstone Capital Advisors Group LLC, not investment related, City, FL, Consulting Firm, Position, approximately 2 hours/month devoted to this business. The sole purpose of the LLC is for the Class B ownership of Lakesville Memphis LLC. There is no other activity that will take place in this LLC.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-06-25
• S65 Uniform Investment Adviser Law Examination
  2016-07-26

Other Names

• Paul F Casey