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Connor Williams Castellano

ARNOLD CASTELLANO AND ASSOCIATES, LLC·SHREVEPORT, Louisiana
Unclaimed Profile
9343 ELLERBE ROAD, SHREVEPORT, LA 71106CRD# 6569751Firm CRD# 117369
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About

Connor Williams Castellano is a registered financial advisor based in SHREVEPORT, Louisiana, affiliated with ARNOLD CASTELLANO AND ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARNOLD CASTELLANO AND ASSOCIATES, LLC
ARNOLD CASTELLANO AND ASSOCIATES, LLC
AUM
$114M
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6569751
Firm CRD# 117369
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Connor Williams Castellano offer?
Connor Williams Castellano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHREVEPORT, Louisiana for a consultation.
What are Connor Williams Castellano's credentials?
Connor Williams Castellano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connor Williams Castellano located?
Connor Williams Castellano is based in SHREVEPORT, Louisiana, working with ARNOLD CASTELLANO AND ASSOCIATES, LLC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.
How does Connor Williams Castellano charge for services?
Connor Williams Castellano'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 ARNOLD CASTELLANO AND ASSOCIATES, LLC?
ARNOLD CASTELLANO AND ASSOCIATES, LLC has approximately 14 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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