William Blair & Company
47yrs
Top advisor by experience in Illinois
30yrs
Based in Chicago, Illinois, Patrick Casey is a fiduciary financial advisor with 30 years of industry experience. Patrick has been with Merrill since 2025; before that, Patrick spent 21 years at Wells Fargo Advisors and less than a year at SPC. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Chicago
Office110 N Wacker Dr, Chicago, IL 60606
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowMerrillCurrent firm
- 2004 – 2024Wells Fargo Clearing Services, LLCPreviously
- Aug 2003 – Dec 2003SPCPreviously
Contact Patrick
Local office(312) 325-2767Ask for Patrick. (800) 637-7455Main office · New York, NY 110 N Wacker DrChicago, IL 60606Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’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?
- 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 Patrick
How do I contact Patrick?
Call Patrick’s local office at (312) 325-2767 or the Merrill main office at (800) 637-7455, and ask for Patrick Casey.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1996, about 30 years. Top 14% by experience in Chicago.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Patrick 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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