Thomas Joseph Casey

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2014 → 12/2018
  Dean, Casey Financial Management, Llc
  North Haven, CT
• 12/2018 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2014-10-20 → 2018-12-31
  Dean, Casey Financial Management, Llc
  North Haven, CT
  The Villages, FL
• 2012-03-16 → 2014-10-20
  Questar Asset Management, Inc.
  Minneapolis, MN
• 2008-04-14 → 2012-03-19
  Dominari Securities Llc
  New York, NY
  New York, NY
  Shelton, CT
  Westport, CT
• 2007-05-15 → 2008-04-17
  Chase Investment Services Corp.
  Wilton, CT
• 2005-03-31 → 2007-06-21
  Advisorsone Wealth Management Group Llc
  Newtown, CT
• 2000-08-21 → 2005-09-08
  Advisorsone,Llc
  Danbury, CT

Other Businesses

(1) LICENSED INSURANCE PRODUCER, (INVESTMENT-RELATED), INSURANCE SALES, RESIDENTIAL ADDRESS, INDEPENDENT INSURANCE PRODUCER SINCE 12/2018, , APPROXIMATELY 10 HRS/MONTH, 8-10 PER MONTH DURING SECURITIES TRADING HOURS. (2) PARK PLACE REALTY NETWORK LLC - INVESTMENT RELATED, 2500 W. LAKE MARY BLVD, STE 200, LAKE MARY, FL 32746, REAL ESTATE BROKER, AFFILIATE, JULY 2021 2 HOURS PER MONTH, LESS THAN 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS , REAL ESTATE SALES/CONSULTING REFERRALS TO OTHER REAL ESTATE BROKERS (3) THE VILLAGES GOLF AND TENNIS (NON-INVESTMENT RELATED) 3619 Kiessel Road, THE VILLAGES, FL 32163, OUTSIDE STAFF - PART-TIME, START DATE: 9/2017, STARTER/AMBASSADOR AT COUNTRY CLUB & EXECUTIVE GOLF COURSES 60-80 HRS/MONTH, 60-80 HOURS PER MONTH DURING SECURITIES TRADING HOURS (4) RED SOX NATION-VILLAGES CHARITABLE FUND; NOT INVESTMENT-RELATED; 2113 EVERGLADES LANE #135, THE VILLAGES, FL 32163; PRESIDENT OF THE BOARD OF DIRECTORS; LIFESTYLE CLUB, NON-PROFIT PRIVATE FOUNDATION; START 04/2023; 20 HOURS PER MONTH, 5 DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-29

Designations

• Certified Financial Planner

Other Names

• Thomas Joseph Casey
• Thomas J Casey
• Tom Casey
• Thomas Joseph Casey
• Thomas J Casey