William Robert Casey

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 02/1995 → 03/2024
  Access Investment Advisors Inc.
  Manitowoc, WI
• 03/2024 → Present
  Merit Financial Group, Llc
  Alpharetta, GA

Previous Registrations

• 1999-05-18 → 2024-04-04
  Access Investment Advisors Inc
  Manitowoc, WI
• 1995-06-20 → 2005-02-15
  Marathon Advisors, Inc
  Manitowoc, WI

Other Businesses

OBA: Lake Effect Ventures Manitowoc LLC; Non-Inv Related; 902 Jay St, Manitowoc, WI; Apartment Rental/Venue Space; Managing Member; 9/14/2021; 1 hr/month 0 hrs during trading hours; oversight of remodeling and preparation for rental of venue space.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-03
• S63 Uniform Securities Agent State Law Examination
  1983-06-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Will Robert Casey
• Will Casey