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Michael Patrick Casey

American Executive Advisors, LLC

Alexandria, VA

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Current Employers
American Executive Advisors, Llc

3931 San Leandro Place, Alexandria, VA 22309 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-01-30
  • VA RA
    APPROVED
    Since 2020-01-30

Branch Locations

3931 San Leandro Place, Alexandria, VA 22309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Executive Advisors Fairfax VA 11/2012 Present
Retirement Wealth Advisors Alexandria VA 02/2016 01/2020
Mc Mgmt, Llc Alexandria VA 08/2019 Present
  • 11/2012 → Present
    American Executive Advisors
    Fairfax, VA
  • 02/2016 → 01/2020
    Retirement Wealth Advisors
    Alexandria, VA
  • 08/2019 → Present
    Mc Mgmt, Llc
    Alexandria, VA
Previous Registrations
Other Businesses

MC MGMT, LLC; INVESTMENT RELATED; OWNER; INSURANCE SALES (LIFE & HEALTH); SAME OFFICE ADDRESS; SPEND 32 HOURS/MO, DURING TRADING. BITLYF, LLC; INVESTMENT RELATED; CO-FOUNDER; DEVELOPED A PATENT-PENDING SYSTEM FOR DIGITAL ASSETS; SAME ADDRESS; SPENDS 40 HOURS/MO DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-14
  • S65 Uniform Investment Adviser Law Examination
    2016-01-14
Designations
Other Names
  • Michael Casey

View on SEC IAPD

Other Firms

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INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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THE EDGAR LOMAX COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

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JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

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