Wells Fargo Advisors
47yrs
Top 1% by experience in Fort Worth
8yrs
Casey Dutton is a fiduciary financial advisor in Fort Worth, Texas, with 8 years in the industry. After two years at Morgan Stanley, Casey joined Merrill in 2023, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office5128 Apache Plume Rd, Fort Worth, TX 76109
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 ?1 state
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
- 2023 – nowMerrillCurrent firm
- 2020 – 2022Morgan StanleyPreviously
Contact Casey
Local office(817) 759-8300Ask for Casey. (800) 637-7455Main office · New York, NY 5128 Apache Plume RdFort Worth, TX 76109Office · Get directions
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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?
- 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 Casey
How do I contact Casey?
Call Casey’s local office at (817) 759-8300 or the Merrill main office at (800) 637-7455, and ask for Casey Dutton.
How long has Casey been a financial advisor?
Casey has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Casey hold?
Series 63, 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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Casey 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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