CASEY SHEFFIELD is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-04-22 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-04-30 | 2024-03-25 | — |
| EDWARD D. JONES & CO., L.P. | 2019-12-18 | 2020-12-04 | — |