Investment adviser representative · Bethesda Financial Advisors, LLC
Casey A. Bettencourt
CRD 7420606 · Bethesda, MD
At a glance
Casey A. Bettencourt is an investment adviser representative with Bethesda Financial Advisors, LLC in Bethesda, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Casey’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Bethesda Financial Advisors, LLCSince April 2025Bethesda, MD · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Casey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Bethesda Financial Advisors, LLC
- Chris A. BettencourtBethesda · Certified Financial Planner
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