Thomas Joseph Casey

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/2014 → Present
  New York Life Insurance Company
  Santa Rosa, CA
• 01/2015 → Present
  Nylife Securities Llc
  Santa Rosa, CA
• 06/2019 → Present
  Rhythmic Financial & Insurance Solutions
  Santa Rosa, CA
• 02/2021 → Present
  Eagle Strategies Llc
  Santa Rosa, CA
• 08/2025 → Present
  Casey Barrett Financial & Insurance Services
  Santa Rosa, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 149 stony cir. ste 200, santa rosa, ca, 95401; Start Date 02/2018; Role/Title: financial services professional; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RHYTHMIC FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SANTA ROSA, CA; START DATE: 06/2019] [OPERATING UNDER THE DBA NAME OF CASEY BARRETT FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SANTA ROSA, CA); START DATE: 08/2025]

Exams

• S66 Uniform Combined State Law Examination
  2021-02-09
• S63 Uniform Securities Agent State Law Examination
  2015-10-10