Unclaimed Profile

Anthony Castelli

PENSERRA GLOBAL INVESTORS LLC·ORINDA, California

SIE, Series 7, Series 14, Series 24, Series 25, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 87, Series 99TOClean record11 years registeredPENSERRA GLOBAL INVESTORS LLC

4 ORINDA WAY, ORINDA, CA 94563CRD# 4409925Firm CRD# 174309

Profile Verification

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

Identity

Anthony Castelli · ORINDA, CA

Registration

CRD #4409925 · PENSERRA GLOBAL INVESTORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

PENSERRA WEALTH MANAGEMENT

May 2026 – present

PENSERRA GLOBAL INVESTORS LLC

Jan 2018 – present

PENSERRA CAPITAL MANAGEMENT LLC

Jan 2018 – present

PENSERRA TRANSITION MANAGEMENT LLC

May 2016 – Dec 2017

ORINDA, CA

PENSERRA CAPITAL MANAGEMENT LLC

Jun 2015 – Dec 2017

ORINDA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 25

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 87

Series 99TO

Registration record

First registered · June 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSERRA GLOBAL INVESTORS LLC

CRD 174309 · SEC 801-131133

AUM

$1M

Regulatory assets under management

Employees

2 client accounts

Services offered by PENSERRA GLOBAL INVESTORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PENSERRA GLOBAL INVESTORS LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Castelli offer?

Anthony Castelli specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.

What are Anthony Castelli's credentials?

Anthony Castelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Castelli located?

Anthony Castelli is based in ORINDA, California, working with PENSERRA GLOBAL INVESTORS LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.

How does Anthony Castelli charge for services?

Anthony Castelli's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSERRA GLOBAL INVESTORS LLC?

PENSERRA GLOBAL INVESTORS LLC has approximately 12 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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