Casey Blout has been an investment adviser representative at Legacy PCG since May 2023, and is not listed among the firm’s executive officers or direct owners.
Legacy PCG, LLC is a Newport, CA firm with $140M under management, 71 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Casey Blout’s longest registration is the current one, 3 years at Legacy PCG since 2023.
- GentrustAlso current– present · under a yearNew York, NY · Adviser representative · Firm CRD 158369
Investment adviser representative registrations
Casey Blout is registered as an investment adviser representative in 2 states. The first approvals date from May 2023; the most recent is New York, in November 2024.
- CaliforniaSince 9 May 2023
- New YorkSince 8 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2023 |
| SIE | Securities Industry Essentials Examination | 10 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Casey Kelly Blout
- CRD
- 7151241
- Firm
- Legacy PCG · CRD 283909
- Office
- New York, NY
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Casey Blout work?
Casey Blout is an investment adviser representative registered through Legacy PCG, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Casey Blout a financial advisor?
Yes. Casey Blout has a current investment-adviser registration in California and New York, through Legacy PCG since May 2023.
How many years of experience does Casey Blout have?
Casey Blout has 3 years in the financial industry, since May 2023, across 2 adviser firms.
What exams has Casey Blout passed?
Casey Blout has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2022.
Where is Casey Blout based?
Casey Blout’s registered office is in New York, NY.
Is Casey Blout registered with FINRA?
No. Casey Blout has no current broker registration.
How can I verify Casey Blout’s record?
Search CRD 7151241 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Blout’s full registration record.