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Candida Marie Casey

Northwest Asset Management
37 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Northwest Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northwest Asset Management
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
May 2013 - December 2019 · 6 yrs 7 mos
Morgan StanleyBroker
May 2013 - December 2019 · 6 yrs 7 mos
William Blair & Company L.L.C.Broker
April 1996 - May 2013 · 17 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1993 - May 1996 · 2 yrs 8 mos
Lehman Brothers INC.Broker
October 1989 - June 1993 · 3 yrs 8 mos
Montgomery SecuritiesBroker
October 1986 - December 1987 · 1 yr 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.