Unclaimed Profile

Charles M Cassinelli

STOKER OSTLER WEALTH ADVISORS, INC.·SCOTTSDALE, Arizona

STOKER OSTLER WEALTH ADVISORS, INC.

4900 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 4390487Firm CRD# 111320

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles M Cassinelli · SCOTTSDALE, AZ

Registration

CRD #4390487 · STOKER OSTLER WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STOKER OSTLER WEALTH ADVISORS, INC.

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STOKER OSTLER WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4390487

Firm CRD# 111320

View on FINRA BrokerCheck →

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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.

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