Claim Profile
RM

Robert Todd Moodey

CASTALIAN PARTNERS, LLC·EXCELSIOR, Minnesota
Unclaimed Profile
202 WATER STREET, EXCELSIOR, MN 55331CRD# 4364120Firm CRD# 283552
01

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.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
CASTALIAN PARTNERS, LLC
CASTALIAN PARTNERS, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 4364120
Firm CRD# 283552
View on FINRA BrokerCheck →

Looking for a financial advisor in EXCELSIOR?

Browse all registered financial advisors in EXCELSIOR, Minnesota or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty