Michael Patrick Casey

Employer firm

American Executive Advisors, LLC CRD 306477

$8.55M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

American Executive Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

2016-02-25 → 2020-01-30

Brookstone Wealth Advisors, Llc

Alexandria, VA

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-01-14

S65 Uniform Investment Adviser Law Examination

2016-01-14

Designations

Certified Financial Planner

Other Names

Michael Casey

View on SEC IAPD