AdvisorOS Directory
Claim Profile
CC

Charles M Cassinelli

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona
Unclaimed Profile
4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 4390487Firm CRD# 111320
01

About

Charles M Cassinelli is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with STOKER OSTLER WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STOKER OSTLER WEALTH ADVISORS, INC.
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
AUM
$2.6B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at STOKER OSTLER WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4390487
Firm CRD# 111320
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles M Cassinelli offer?
Charles M Cassinelli specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Charles M Cassinelli's credentials?
Charles M Cassinelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles M Cassinelli located?
Charles M Cassinelli is based in SCOTTSDALE, Arizona, working with STOKER OSTLER WEALTH ADVISORS, INC.. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Charles M Cassinelli charge for services?
Charles M Cassinelli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOKER OSTLER WEALTH ADVISORS, INC.?
STOKER OSTLER WEALTH ADVISORS, INC. has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SCOTTSDALE
David Blane Daughtrey — COPPERWYND FINANCIAL, LLCLynda Krantz Elley — COPPERWYND FINANCIAL, LLCErick Scot Newton — COPPERWYND FINANCIAL, LLCKristin Rachelle Snyder — VERUS CAPITAL PARTNERS, LLCRobert Duane Mitchell — GIBSON PRIVATE WEALTH, LLC
Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile