Wells Fargo Advisors
46yrs
Top advisor by experience in Coral Gables
New
Kerry Casey
Full name on record: Kerry E Casey
Financial advisor at Cambridge Investment Research Advisors
Kerry Casey is a fiduciary financial advisor in Coral Gables, Florida, registered since Apr 2026. Kerry has been with Cambridge Investment Research Advisors since 2026. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 980 advisors with offices in Coral Gables, and one of 926 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office250 Catalonia Ave Suit 600, Coral Gables, FL 33134
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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
- Jul 2026 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Kerry
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Kerry. 250 Catalonia Ave Suit 600Coral Gables, FL 33134Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Kerry
Tailored to Kerry’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Kerry
How do I contact Kerry?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Kerry Casey. Kerry works from the Coral Gables, FL office.
How long has Kerry been a financial advisor?
Kerry is new to the profession, registered since Apr 2026, and holds 2 licenses.
What licenses does Kerry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kerry a fiduciary?
Kerry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kerry paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Kerry 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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