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Anthony Michael Castelluccio

FIRST CLASS CAPITAL LLC·LIBERTY, Missouri
Series 7, Series 63, Series 65Clean record15 years registeredFIRST CLASS CAPITAL LLC
221 N JEFFERSON AVE, LIBERTY, MO 64068CRD# 5839327Firm CRD# 173393

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Michael Castelluccio · LIBERTY, MO
Registration
CRD #5839327 · FIRST CLASS CAPITAL LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

FIRST CLASS CAPITAL
Aug 2024 – present
FIRST CLASS CAPITAL
Dec 2014 – Dec 2019
LIBERTY, MO
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jul 2012 – Aug 2014
KANSAS CITY, MO
SECURIAN FINANCIAL SERVICES, INC.
May 2011 – Jun 2012
LEAWOOD, KS
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 6, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIRST CLASS CAPITAL LLC
CRD 173393 · SEC 801-80462
AUM
$10M
Regulatory assets under management
Employees
1
50 client accounts
Services offered by FIRST CLASS CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FIRST CLASS CAPITAL LLC →
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05

Frequently Asked Questions

What services does Anthony Michael Castelluccio offer?
Anthony Michael Castelluccio specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LIBERTY, Missouri for a consultation.
What are Anthony Michael Castelluccio's credentials?
Anthony Michael Castelluccio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Michael Castelluccio located?
Anthony Michael Castelluccio is based in LIBERTY, Missouri, working with FIRST CLASS CAPITAL LLC. Their office serves clients in the LIBERTY metropolitan area and surrounding communities.
How does Anthony Michael Castelluccio charge for services?
Anthony Michael Castelluccio's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST CLASS CAPITAL LLC?
FIRST CLASS CAPITAL LLC has approximately 1 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
ST. LOUIS (349)KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)
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ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS Guide
Research
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