Casey Clarke has been Managing Member of Cadence Wealth Management since October 2010, is a control person of the firm and directly owns between 50% and 75% of it.
Cadence Wealth Management LLC is a Westborough, MA firm with $448M under management, 696 clients and 6 advisers in one office, as of its March 2026 filing.
Casey Clarke’s longest registration is the current one, 16 years at Cadence Wealth Management since 2010. Before joining Cadence Wealth Management in 2010, Casey Clarke was registered through Ameriprise Financial Services, Inc.
- – present · 16 yearsWestborough, MA · Adviser representative · Firm CRD 155080
- Ameriprise Financial Services, Inc.– · 12 yearsWestborough, MA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Casey Clarke is registered as an investment adviser representative in Massachusetts, since October 2010.
- MassachusettsSince 4 October 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 51 | Municipal Fund Securities Principal Examination | 31 March 2003 |
| Series 24 | General Securities Principal Examination | 17 December 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 June 1998 |
| Series 7 | General Securities Representative Examination | 22 May 1998 |
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Casey Daniel Clarke
- CRD
- 2911372
- Firm
- Cadence Wealth Management · CRD 155080
- Role
- Managing Member
- Office
- 1800 WEST PARK DRIVE, SUITE 330, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- July 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Casey Clarke work?
Casey Clarke has been Managing Member of Cadence Wealth Management LLC since October 2010, and is a control person of the firm.
Is Casey Clarke a financial advisor?
Yes. Casey Clarke has a current investment-adviser registration in Massachusetts, through Cadence Wealth Management since October 2010.
How many years of experience does Casey Clarke have?
Casey Clarke has 28 years in the financial industry, since July 1998, across 2 adviser firms.
What exams has Casey Clarke passed?
Casey Clarke has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 51. The earliest, the Series 7, was passed in May 1998.
Where is Casey Clarke based?
Casey Clarke’s registered office is in Westborough, MA.
Is Casey Clarke registered with FINRA?
No. Casey Clarke has no current broker registration.
How can I verify Casey Clarke’s record?
Search CRD 2911372 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Clarke’s full registration record.