Terrence Casey has been President of Chancellor Financial Group since March 2012, is a control person of the firm and directly owns between 25% and 50% of it. Terrence Casey holds a BA in Business Administration and Political Science from Wilkes University.
Chancellor Financial Group LP is a Wilkes-Barre, PA firm with $249M under management, 1,298 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Terrence W. Casey is President of Chancellor Financial Group. He has over 31 years of experience in the financial services industry and joined Chancellor in 2012. Before that he held positions including Administrative Vice President and Northern Pennsylvania Regional Manager for M and T Investment Group, and Vice President and Senior Portfolio Manager for Mellon Private Asset Management.
Terrence Casey’s longest registration is the current one, 14 years at Chancellor Financial Group since 2012. Before joining Chancellor Financial Group in 2012, Terrence Casey was registered through M&T Securities, Inc.
- – present · 14 yearsWilkes-Barre, PA · Adviser representative · Firm CRD 159563
- M&T Securities, Inc.– · under a yearWilkes-Barre, PA · Adviser representative · Firm CRD 17358
Investment adviser representative registrations
Terrence Casey is registered as an investment adviser representative in Pennsylvania, since April 2012.
- PennsylvaniaSince 17 April 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 September 2011 |
| Series 7 | General Securities Representative Examination | 13 April 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 December 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terrence Winston Casey
- CRD
- 1433590
- Firm
- Chancellor Financial Group · CRD 159563
- Role
- President
- Office
- 60 PUBLIC SQUARE, SUITE 600, Wilkes-Barre, PA 18701
- Registration
- Investment adviser registration
- In the industry since
- October 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chancellorfinancialgroup.com
Where does Terrence Casey work?
Terrence Casey has been President of Chancellor Financial Group LP since March 2012, and is a control person of the firm.
Is Terrence Casey a financial advisor?
Yes. Terrence Casey has a current investment-adviser registration in Pennsylvania, through Chancellor Financial Group since April 2012.
How many years of experience does Terrence Casey have?
Terrence Casey has 15 years in the financial industry, since October 2011, across 2 adviser firms.
What exams has Terrence Casey passed?
Terrence Casey has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in December 1985. FINRA credited Terrence Casey with the SIE, which began in October 2018.
Where did Terrence Casey work before Chancellor Financial Group?
Before Chancellor Financial Group, Terrence Casey was registered through M&T Securities, Inc., September 2011 to March 2012.
Where is Terrence Casey based?
Terrence Casey’s registered office is in Wilkes-Barre, PA.
Is Terrence Casey registered with FINRA?
No. Terrence Casey has no current broker registration.
How can I verify Terrence Casey’s record?
Search CRD 1433590 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terrence Casey’s full registration record.