Marc Castellani, financial advisor Los Angeles CA

Marc Castellani

CRD Number: 2937879
Current Firm: Aspiriant, LLC

Marc Castellani (CRD# 2937879) is an Investment Advisor Representative working at Aspiriant, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry. Marc Castellani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aspiriant LLC Los Angeles, CA May 2015 - Current 8
J.p. Morgan Securities LLC Los Angeles, CA May 2012 - May 2015 3
Jpmorgan Chase Bank Na Los Angeles, CA Apr 2012 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S66 NASAA Uniform Combined State Law Examination Oct 2010
Contact Info for Marc Castellani
Phone Number: 310-806-4000
Firm Website: http://www.aspiriant.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,118
    MILLIONS
  • Total Number of Accounts
    10,745
    ACCOUNTS
  • Average Account Value
    $1,220,853
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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