Communication Director and Chief Compliance Officer · Chancellor Financial Group WB LP
Michael D. Casey
CRD 7697145 · Named on Form ADV at one SEC-registered adviser
At a glance
Chancellor Financial Group WB LP, an SEC-registered wealth manager based in Wilkes-Barre, PA with $249 million in regulatory assets, lists Michael D. Casey on its Form ADV as Communication Director and Chief Compliance Officer, a control person.
Firms and roles
- Chancellor Financial Group WB LPCommunication Director and Chief Compliance OfficerWealth manager · Wilkes-Barre, PA · $249M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Terrence W. CaseyPresident, Chancellor Financial Group WB LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.