Kerry E Casey

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2024 → 01/2025
  Mml Investors Services Llc
  Fort Lauderdale, FL
• 08/2006 → 01/2018
  Cardinal Gibbons High School
  Fort Laduderdale, FL
• 01/2018 → 04/2018
  Freeman Orthodontics
  Fort Lauderdale, FL
• 04/2018 → 01/2025
  Massmutual Insurance Company
  Fort Lauderdale, FL
• 03/2022 → 03/2023
  Mml Investors Services Llc
  Fort Lauderdale, FL
• 04/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. LIFE BROKERAGE LLC, 1900 NE 27th Ct. #2, Lighthouse Point FL 33064, United States, 05/2025, Agent, Insurance/Benefits/Human Resources, NIR, 15 HR/MO - 10 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 07/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-22

Other Names

• Kerry E Hoag
• Kerry Elizabeth Casey
• Kerry Elizabeth Hoag