Cambridge Investment Research Advisors
42yrs
Top advisor by experience in North Chesterfield
41yrs
Michael Casey
Full name on record: Michael Patrick Casey
Financial advisor at Cetera Investment Advisers
Based in North Chesterfield, Virginia, Michael Casey is a financial advisor with 41 years of industry experience. Michael joined Cetera Investment Advisers in 2023, after 17 years at Voya Financial Advisors and a year at Locust Street Securities. Michael’s designations include CFP® and ChFC.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience nationwide
Office2727 Buford Rd Suite B-1, North Chesterfield, VA 23235
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2004 – 2021Voya Financial Advisors, Inc.Previously
- Aug 2002 – Jan 2004Locust Street Securities, Inc.Previously
Contact Michael
2727 Buford Rd Suite B-1North Chesterfield, VA 23235Office · Get directions Firm main line(310) 257-7880Headquarters: Cetera Investment Advisers · Schaumburg, IL
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Casey. Michael works from the North Chesterfield, VA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1986, about 41 years. Top 3% by experience nationwide.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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