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Casey Kelly Blout

Gentrust

Miami, FL

New York, NY

Legacy Pcg, LLC

New York, NY

Newport, CA

CRD 7151241

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Employer firm

Gentrust CRD 158369

$5.20B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • PROVIDE MODEL PORTFOLIOS

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

Current Employers
Gentrust

1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-05
  • NY RA
    APPROVED
    Since 2025-12-05

Branch Locations

1450 Brickell Avenue Suite 3050, Miami, FL 33131 • United States

500 Fifth Avenue, 49Th Floor, New York, NY 10110 • United States

Legacy Pcg, Llc

888 San Clemente Drive Suite 400, Newport, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-08
CA RA APPROVED 2023-05-09
  • NY RA
    APPROVED
    Since 2024-11-08
  • CA RA
    APPROVED
    Since 2023-05-09

Branch Locations

New York, NY • United States

888 San Clemente Drive Suite 400, Newport, CA 92660 • 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
Legacy Pcg, Llc Irvine CA 12/2022 Present
Education Lompoc CA 08/2011 06/2022
Unemployed Los Angeles CA 07/2022 11/2022
Gentrust Llc Miami FL 10/2025 Present
  • 12/2022 → Present
    Legacy Pcg, Llc
    Irvine, CA
  • 08/2011 → 06/2022
    Education
    Lompoc, CA
  • 07/2022 → 11/2022
    Unemployed
    Los Angeles, CA
  • 10/2025 → Present
    Gentrust Llc
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-09
  • S65 Uniform Investment Adviser Law Examination
    2023-05-09

View on SEC IAPD

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