Therese-Marie Casement has been Director of Operations of Shelter Wealth Strategies since May 2025, is a control person of the firm and directly owns under 5% of it.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
Therese-Marie Casement’s longest registration is the current one, 1 year at Shelter Wealth Strategies since 2025. Before joining Shelter Wealth Strategies in 2025, Therese-Marie Casement was registered through Chilton Capital Management LLC and Prime Capital Financial.
- – present · 1 yearHouston, TX · Adviser representative · Firm CRD 170655
- Devon Investment Advisory– · under a yearHouston, TX · Adviser representative · Firm CRD 300425
- Chilton Capital Management LLC– · under a yearHouston, TX · Adviser representative · Firm CRD 104592
- Prime Capital Financial– · under a yearHouston, TX · Adviser representative · Firm CRD 288712
Investment adviser representative registrations
Therese-Marie Casement is registered as an investment adviser representative in Texas, since June 2025.
- TexasSince 20 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 5612987
- Firm
- Shelter Wealth Strategies · CRD 170655
- Role
- Director of Operations
- Office
- 1400 POST OAK BLVD, SUITE 450, Houston, TX 77056
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Therese-Marie Casement work?
Therese-Marie Casement has been Director of Operations of Shelter Wealth Strategies, LLC since May 2025, and is a control person of the firm.
Is Therese-Marie Casement a financial advisor?
Yes. Therese-Marie Casement has a current investment-adviser registration in Texas, through Shelter Wealth Strategies since June 2025.
How many years of experience does Therese-Marie Casement have?
Therese-Marie Casement has 1 year in the financial industry, since January 2025, across 4 adviser firms.
What exams has Therese-Marie Casement passed?
Therese-Marie Casement passed the Series 65 in November 2024.
Where did Therese-Marie Casement work before Shelter Wealth Strategies?
Before Shelter Wealth Strategies, Therese-Marie Casement was registered through Chilton Capital Management LLC, February 2025 to June 2025; Prime Capital Financial, November 2024 to December 2024.
Where is Therese-Marie Casement based?
Therese-Marie Casement’s registered office is in Houston, TX.
Is Therese-Marie Casement registered with FINRA?
No. Therese-Marie Casement has no current broker registration.
How can I verify Therese-Marie Casement’s record?
Search CRD 5612987 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Therese-Marie Casement’s full registration record.
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