Margaret Casey has been Chief Operating Officer/Member of SignatureFD since March 2023, is a control person of the firm and directly owns under 5% of it.
Signaturefd, LLC is an Atlanta, GA firm with $9.68B under management, 1,913 clients and 50 advisers across 2 offices, as of its March 2026 filing.
Margaret Casey’s longest registration was 7 years at Durbin Bennett Private Wealth Management, LLC (2014–2022).
- Durbin Bennett Private Wealth Management, LLC– · 7 yearsAustin, TX · Adviser representative · Firm CRD 107722
- Bingham, Osborn & Scarborough LLC– · 5 yearsSan Francisco, CA · Adviser representative · Firm CRD 110496
Examinations
No examinations are on Margaret Casey’s record.
- Full name
- Margaret Huang Casey
- CRD
- 4174152
- Firm
- SignatureFD · CRD 112758
- Role
- Chief Operating Officer/Member
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Margaret Casey work?
Margaret Casey has been Chief Operating Officer/Member of Signaturefd, LLC since March 2023, and is a control person of the firm.
Does Margaret Casey have a current investment-adviser registration?
Margaret Casey has no current investment-adviser or broker registration.
Where was Margaret Casey previously registered as an investment adviser?
Margaret Casey has past investment-adviser registrations through Durbin Bennett Private Wealth Management, LLC, July 2014 to June 2022; Bingham, Osborn & Scarborough LLC, July 2004 to December 2009, across 2 firms.
Is Margaret Casey registered with FINRA?
No. Margaret Casey has no current broker registration.
How can I verify Margaret Casey’s record?
Search CRD 4174152 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margaret Casey’s full registration record.
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