Slayd Casey
Advisor at Fidelity
Updated today
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.
About
Slayd Casey is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career includes experience as a Financial Advisor at Summit Pointe Financial Group from 2021 to 2022, as well as roles as a Personal Banker at PNC Bank in 2021 and BBVA Bank from 2017 to 2021.
Throughout his career, Slayd has worked closely with clients to help them navigate their financial and retirement journeys. He focuses on discussing clients' goals and dreams and co-creating solid financial plans tailored to their needs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
General retirement planning
Retirement income strategy
Income planning
Work history
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2023 - Present (3 years)
Pizza Shuttle
2022 - 2022 (1 year)
Ohio National Financial Services
2021 - 2022 (1 year)
Ohio National Equity Sales Company
2021 - 2022 (1 year)
BBVA Wealth Solutions, Inc
2020 - 2021 (1 year)
BBVA Securities, Inc.
2020 - 2021 (1 year)
BBVA Insurance Agency, Inc.
2019 - 2021 (2 years)
Bbva Usa
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
Bbva Usa
2017 - 2019 (2 years)
Truity Credit Union
2016 - 2017 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Kaylin D
CFP®
Lawrence, KS
Kaylin Dillon Financial Planning
Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
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Series 66
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John G
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Todd W
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