Casey Fitchett has been an investment adviser representative at Pine Haven Investment Counsel since September 2023, and is not listed among the firm’s executive officers or direct owners. Casey Fitchett holds a B.A. in Religious Studies (Buddhism concentration) with Economics minor from the University of Virginia, a Certificate in Business Analytics from Cornell University and a Certificate in Financial Management from Cornell University.
Pine Haven Investment Counsel, Inc. is a firm with $193M under management, 84 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Casey Fitchett is Associate Advisor of Pine Haven Investment Counsel. She joined Pine Haven in June 2022 as an Investment and Operations Associate and is now the firm's financial planner, also reviewing client tax returns for opportunities, investment research, and assisting with operations. Before joining, she worked in marketing and operations roles for small agencies.
- – present · 3 yearsMissoula, MT · Adviser representative · Firm CRD 129365
Professional designations
Listed by Pine Haven Investment Counsel
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Casey Fitchett is registered as an investment adviser representative in 2 states. The first approvals date from September 2023; the most recent is Massachusetts, in October 2024.
- MassachusettsSince 15 October 2024
- MontanaSince 11 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Casey Elizabeth Fitchett
- CRD
- 7791431
- Firm
- Pine Haven Investment Counsel · CRD 129365
- Office
- Missoula, MT
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pinehaveninv.com
Where does Casey Fitchett work?
Casey Fitchett is an investment adviser representative registered through Pine Haven Investment Counsel, Inc. since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Casey Fitchett a financial advisor?
Yes. Casey Fitchett has a current investment-adviser registration in Massachusetts and Montana, through Pine Haven Investment Counsel since September 2023.
How many years of experience does Casey Fitchett have?
Casey Fitchett has 3 years in the financial industry, since September 2023, across 1 adviser firm.
What exams has Casey Fitchett passed?
Casey Fitchett passed the Series 65 in June 2023.
Where is Casey Fitchett based?
Casey Fitchett’s registered office is in Missoula, MT.
Is Casey Fitchett registered with FINRA?
No. Casey Fitchett has no current broker registration.
Is Casey Fitchett a CFP?
Pine Haven Investment Counsel lists Casey Fitchett with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Casey Fitchett’s record?
Search CRD 7791431 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Fitchett’s full registration record.
