Peter Casciotta, financial advisor Southfield MI

Peter Casciotta

CRD Number: 2058958
Current Firm: Corecap Advisors

Peter Casciotta (CRD# 2058958) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 20 years of experience in the finance industry.

Similar Advisors
Nicholas Goode, financial advisor Southfield MI
Nicholas T. Goode
CRD# 4661126
Lpl Financial LLC
Similar Advisors
Wayne Titus, financial advisor Southfield MI
Wayne B. Titus
CRD# 4511557
Savant Wealth Management
Similar Advisors
Kenneth Bernard, financial advisor Southfield MI
Kenneth M. Bernard
CRD# 4713729
Bernard Wealth Management Corp.
Company Name Location Dates Years
Corecap Investments, LLC Southfield, MI Jul 2021 - Current 2
Corecap Advisors, LLC Southfield, MI Jul 2021 - Current 2
Asset Management & Advisory Services Of Lee County Cape Coral, FL Apr 2015 - Current 8
World Choice Securities, Inc. Bedford, TX May 2013 - Jul 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S65 NASAA Investment Advisors Law Examination Apr 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Peter Casciotta
Phone Number: 888-296-3360
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    1,957
    MILLIONS
  • Total Number of Accounts
    7,757
    ACCOUNTS
  • Average Account Value
    $252,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.