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Connor Williams Castellano

ARNOLD CASTELLANO AND ASSOCIATES, LLC·SHREVEPORT, Louisiana
SIE, Series 6, Series 7, Series 63, Series 65, Series 99TOCFPClean record10 years registeredARNOLD CASTELLANO AND ASSOCIATES, LLC
9343 ELLERBE ROAD, SHREVEPORT, LA 71106CRD# 6569751Firm CRD# 117369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Connor Williams Castellano · SHREVEPORT, LA
Registration
CRD #6569751 · ARNOLD CASTELLANO AND ASSOCIATES, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CASTELLANO WEALTH PLANNING
Oct 2025 – present
CASTELLANO & ASSOCIATES
Feb 2022 – present
PRUDENTIAL FINANCIAL PLANNING SERVICES
Jul 2016 – Jan 2022
Plano, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Series 99TO
Registration record
First registered · July 12, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARNOLD CASTELLANO AND ASSOCIATES, LLC
CRD 117369 · SEC 801-130349
AUM
$114M
Regulatory assets under management
Employees
14
350 client accounts
Services offered by ARNOLD CASTELLANO AND ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARNOLD CASTELLANO AND ASSOCIATES, LLC →
Introduction

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05

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at ARNOLD CASTELLANO AND ASSOCIATES, LLC

Arnold Miller Castellano
SHREVEPORT, LA

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