Unclaimed Profile

Robert Todd Moodey

CASTALIAN PARTNERS, LLC·EXCELSIOR, Minnesota

CASTALIAN PARTNERS, LLC

202 WATER STREET, EXCELSIOR, MN 55331CRD# 4364120Firm CRD# 283552

Profile Verification

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

Identity

Robert Todd Moodey · EXCELSIOR, MN

Registration

CRD #4364120 · CASTALIAN PARTNERS, LLC

Brand Profile

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Disclosure history

Disclosure history pending

About

Robert Todd Moodey is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with CASTALIAN PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

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Client Types

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Introduction

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Firm Overview

Firm

CASTALIAN PARTNERS, LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 4364120

Firm CRD# 283552

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Frequently Asked Questions

What services does Robert Todd Moodey offer?

Robert Todd Moodey is a registered financial advisor in EXCELSIOR, Minnesota. Contact their office for details on services offered.

What are Robert Todd Moodey's credentials?

Robert Todd Moodey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Todd Moodey located?

Robert Todd Moodey is based in EXCELSIOR, Minnesota, working with CASTALIAN PARTNERS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.

How large is CASTALIAN PARTNERS, LLC?

CASTALIAN PARTNERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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