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President · Chancellor Financial Group WB LP

Terrence W. Casey

CRD 1433590 · 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 Terrence W. Casey on its Form ADV as President, a control person.

Firms and roles

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Terrence’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael D. CaseyCommunication Director and Chief Compliance Officer, 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 Terrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.