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Michael Joseph Castiello

PRINCIPLE WEALTH PARTNERS LLC·MADISON, Connecticut
SIE, Series 7, Series 66Clean record10 years registeredPRINCIPLE WEALTH PARTNERS LLC
670 BOSTON POST ROAD, MADISON, CT 06443CRD# 6382294Firm CRD# 290180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Castiello · MADISON, CT
Registration
CRD #6382294 · PRINCIPLE WEALTH PARTNERS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

PRINCIPLE WEALTH
Oct 2017 – present
ESSEX FINANCIAL SERVICES, INC.
Mar 2016 – Oct 2017
MADISON, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 28, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRINCIPLE WEALTH PARTNERS LLC
CRD 290180 · SEC 801-111911
AUM
$2.2B
Regulatory assets under management
Employees
25
3,356 client accounts
Services offered by PRINCIPLE WEALTH PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRINCIPLE WEALTH PARTNERS LLC →
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05

Frequently Asked Questions

What services does Michael Joseph Castiello offer?
Michael Joseph Castiello specializes in Financial Planning, Investment Management. Contact their office in MADISON, Connecticut for a consultation.
What are Michael Joseph Castiello's credentials?
Michael Joseph Castiello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Castiello located?
Michael Joseph Castiello is based in MADISON, Connecticut, working with PRINCIPLE WEALTH PARTNERS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Michael Joseph Castiello charge for services?
Michael Joseph Castiello's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCIPLE WEALTH PARTNERS LLC?
PRINCIPLE WEALTH PARTNERS LLC has approximately 25 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRINCIPLE WEALTH PARTNERS LLC

Julina Lee Ogilvie
MADISON, CT
Robert Santino Paolucci
MADISON, CT
CFP
Patricia Lynn Brady
MADISON, CT

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