Robert Casaceli (CRD# 2943728) is an Investment Advisor Representative working at Teton Peaks Advisors LLC in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tp3b, LLC | Oxford, MI | Feb 2024 - Current | < 1 |
| Lpl Financial, LLC | San Diego, CA | Jan 2021 - Current | 3 |
| Teton Peaks Advisors LLC | Bloomfield Hills, MI | Jan 2021 - Current | 3 |
| Sigma Financial Corporation | Ann Arbor, MI | May 2009 - Jan 2021 | 11 |
| Sigma Planning Corporation | Ann Arbor, MI | May 2009 - Jan 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- CO
- MI
- WY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
CO, MI, WY
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