Investment adviser representative · Signet Financial Management, LLC
Stephen A. Casey
CRD 1731721 · Parsippany, NJ
At a glance
Stephen A. Casey is an investment adviser representative with Signet Financial Management, LLC in Parsippany, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2003, about 23 years ago.
Current advisory firms
- Signet Financial Management, LLCSince October 2012Parsippany, NJ · $1.2B in regulatory assets
- Summit Financial, LLCSince January 2026Bonita Springs, FL · $26B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephen’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
- 1 firmLocked
- 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.