Advisor at Rock Steady Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rock Steady Wealth, Inc.
Location
Richmond, VA 23230
Credentials
Series 65
Industry experience
12 years
Alexander Casas is the principal advisor at Rock Steady Wealth, Inc. in Richmond, VA, holding a Series 65 designation with 12 years of industry experience. In addition to his financial advisory role, he is involved in IT consulting through Casas Computer Consulting, LLC, and provides aerial film and photography services via Richmond Aerial Drone, LLC. He also serves as president of operations and treasurer for Build, RVA, a nonprofit maker space focused on STEM education. Rock Steady Wealth offers investment advice and portfolio management to individuals, trusts, businesses, estates, charitable organizations, and pension plans. The firm combines Modern Portfolio Theory with multiple analytical approaches and behavioral finance to tailor investment strategies, providing both discretionary management and consulting services, including the use of options and derivatives.
Based on Rock Steady Wealth, Inc.
Based on Rock Steady Wealth, Inc.
A la carte flat fees including $175 for portfolio analysis, $250 for new portfolio design, $250 for custody changes, $500 annual for portfolio monitoring and advice services, $250 for rebalancing
$250 per hour for Rock Steady Hour long meeting
Minimum fee: $2,500.00 minimum annual fee (may be waived at firm's discretion) Fee-only: Flat fees for a la carte services ranging from $175 to $500 annually or per service; hourly consulting at $250 per hour
3301 Rosedale Ave, Suite D
Richmond, VA 23230
Texas · Virginia
Build, RVA
2021 - Present (5 years)
Richmond Aerial Drone, LLC
2017 - Present (9 years)
Rock Steady Wealth, Inc.
2014 - Present (12 years)
Casas Computer Consulting, LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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