THERESE-MARIE CASEMENT is an investment adviser representative (IAR) with state registration records since 2024, appearing at 4 firms. Currently registered with SHELTER WEALTH STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHELTER WEALTH STRATEGIES, LLC | 2025-06-20 | present | Yes |
| DEVON INVESTMENT ADVISORY | 2025-06-20 | 2025-10-03 | — |
| CHILTON CAPITAL MANAGEMENT LLC | 2025-02-20 | 2025-06-18 | — |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 2024-11-19 | 2024-12-31 | — |