Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Alexandria
11yrs
Michael Patrick Casey
Financial advisor at American Executive Advisors
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office3931 SAN Leandro Place, Alexandria, VA 22309
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through American Executive Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2020 – nowAmerican Executive Advisors, LLCCurrent firm
- 2016 – 2020Brookstone Wealth Advisors, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Michael
How do I contact Michael?
Call American Executive Advisors at 202-769-1202 and ask for Michael Patrick Casey. Michael works from the Alexandria, VA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
American Executive Advisors 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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