Robert Caselli, financial advisor Peckville PA
86 score

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 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cadaret, Grant & Company, Inc. Peckville, PA Jan 2007 - Current 9
Strategic Planning Assoiciates Peckville, PA Jan 2007 - Current 9
Prudential Ins. Company Of America Peckville, PA Apr 1981 - Dec 2006 25
Pruco Securities Corporation Moosic, PA Apr 1981 - Dec 2006 25
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert F. Caselli
Phone Number: 315-471-2191
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    18,688
    ACCOUNTS
  • Average Account Value
    $185,929
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

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

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BADGES
86

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