Pasquale CastaldoCRD Number: 4614596
Current Firm: Lpl Financial LLC
Pasquale Castaldo (CRD# 4614596) is an Investment Advisor Representative working at Lpl Financial LLC in Bronx, NY and has over 20 years of experience in the finance industry.
Financial Life Focus, LLC
|Lpl Financial LLC||Bronx, NY||Nov 2018 - Current||4|
|Income Tax Service||Bronx, NY||Oct 2002 - Current||20|
|Cetera Investment Advisers LLC||Schaumburg, IL||Oct 2006 - Nov 2018||12|
|Cetera Financial Specialists LLC||Schaumburg, IL||Oct 2005 - Nov 2018||13|
|Prudential Kafcos Realty||Bronx, NY||Jul 2012 - Aug 2018||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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