Csenge Advisory Group
47yrs
Top advisor by experience in Clearwater
16yrs
Casey James Rease
Financial advisor at Raymond James & Associates
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 53% of advisors in Florida
Office2536 Countryside Blvd 6th Floor Suite 601, Clearwater, FL 33763
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment 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.
Uniform Combined State Law Examination
Career
- Oct 2024 – nowRaymond James & Associates, Inc.Current firm
- 2013 – 2024Morgan StanleyPreviously
- Jun 2012 – Mar 2013Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- Jun 2010 – May 2012T. Rowe Price Advisory Services, Inc.Previously
Questions to ask Casey
Tailored to Casey’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Casey
How do I contact Casey?
Call Raymond James & Associates at 727-567-1000 and ask for Casey James Rease. Casey works from the Clearwater, FL office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2010, about 16 years. More experience than 53% of advisors in Florida.
What licenses does Casey hold?
Series 66. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Casey for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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