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Casey Troy Chajkowski

Fisher\Smb

Carrollton, TX

CRD 6271106

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Employer firm

Fisher\Smb CRD 331205

$6.85B regulatory AUM 70 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-09
  • TX RA
    APPROVED
    Since 2024-07-09

Branch Locations

4100 International Parkway Suite 2000, Carrollton, TX 75007 • 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
T Rowe Price Tampa FL 01/2014 06/2019
Fisher Investments Tampa FL 04/2021 07/2024
Unemployed Tampa FL 07/2019 03/2021
Fisher Retirement Solutions Llc Dallas TX 07/2024 Present
  • 01/2014 → 06/2019
    T Rowe Price
    Tampa, FL
  • 04/2021 → 07/2024
    Fisher Investments
    Tampa, FL
  • 07/2019 → 03/2021
    Unemployed
    Tampa, FL
  • 07/2024 → Present
    Fisher Retirement Solutions Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-01
  • S66 Uniform Combined State Law Examination
    2014-08-01

View on SEC IAPD

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