Robert Caselli, financial advisor Peckville PA

Robert Caselli

CRD Number: 1051467
Current Firm: Cadaret Grant & Co Inc.

Robert Caselli (CRD# 1051467) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Peckville, PA and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Strategic Planning Assoiciates Peckville, PA Jan 2007 - Current 17
Cadaret, Grant & Company, Inc. Peckville, PA Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Jul 2002
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 Robert F. Caselli
Phone Number: 800-288-8601
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,843
    MILLIONS
  • Total Number of Accounts
    23,861
    ACCOUNTS
  • Average Account Value
    $244,860
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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