Casey M Vader

Employer firm

Steele Street Private Wealth Management CRD 299856

$188M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/2009 → 01/2019
  First Financial Equity Corporation
  Greenwood Village, CO
• 01/2015 → 01/2019
  Executive Wealth Planning Partners
  Greenwood Village, CO
• 01/2019 → Present
  Steele Street Private Wealth Management
  Denver, CO

Previous Registrations

• 2009-04-16 → 2019-01-29
  Ffec Wealth Partners Llc
  Greenwood Village, CO
  Denver, CO
  Scottsdale, AZ
  Greenwood Village, CO
• 2015-01-22 → 2017-12-31
  Denver Pwm, Llc
  Denver, CO
• 2007-04-02 → 2009-04-20
  Morgan Stanley & Co. Llc
  Denver, CO
• 1999-11-24 → 2007-04-02
  Morgan Stanley Dw Inc.
  Denver, CO
  Denver, CO

Other Businesses

1) Rental Properties; not investment-related; start date 1998; Mr. Vader is the owner of rental properties. He is compensated through rental income. Mr. Vader spends 1 hour/month dedicated to this activity, not during securities trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-03-23
• S65 Uniform Investment Adviser Law Examination
  1998-03-23

Other Names

• Cader Mclaughlin Vader
• Casey Mclaughlin Vader