Casey West has been an investment adviser representative at Fogel Capital Management since December 2017, and is not listed among the firm’s executive officers or direct owners.
Fogel Capital Management Inc is a Stuart, FL firm with $437M under management, 263 clients and 7 advisers in one office, as of its March 2026 filing.
Casey West is VP, Private Wealth Advisor of Fogel Capital Management. She joined the firm in the fall of 2016 as a Trust Administrator, working with the families of Special Needs Trust recipients, and is now an Investment Advisor on the Fogel Capital team. She began her professional career as an accounts receivable coordinator, sales representative and bookkeeper for two accessories companies.
- Fogel Capital Management IncCurrent– present · 8 yearsStuart, FL · Adviser representative · Firm CRD 108212
Investment adviser representative registrations
Casey West is registered as an investment adviser representative in Florida, since December 2017.
- FloridaSince 14 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Casey Christine West
- CRD
- 6862161
- Firm
- Fogel Capital Management · CRD 108212
- Office
- 453 RIVERSIDE DRIVE, Stuart, FL 34994
- Registration
- Investment adviser registration
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fogelcapital.com
Where does Casey West work?
Casey West is an investment adviser representative registered through Fogel Capital Management Inc since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Casey West a financial advisor?
Yes. Casey West has a current investment-adviser registration in Florida, through Fogel Capital Management since December 2017.
How many years of experience does Casey West have?
Casey West has 8 years in the financial industry, since December 2017, across 1 adviser firm.
What exams has Casey West passed?
Casey West passed the Series 65 in November 2017.
Where is Casey West based?
Casey West’s registered office is in Stuart, FL.
Is Casey West registered with FINRA?
No. Casey West has no current broker registration.
How can I verify Casey West’s record?
Search CRD 6862161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey West’s full registration record.
