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Anthony Michael Castelluccio

FIRST CLASS CAPITAL LLC·LIBERTY, Missouri
Clean recordFIRST 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Michael Castelluccio is a registered financial advisor based in LIBERTY, Missouri, affiliated with FIRST CLASS CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FIRST CLASS CAPITAL LLC
FIRST CLASS CAPITAL
AUM
$10M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FIRST CLASS CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5839327
Firm CRD# 173393
View on FINRA BrokerCheck →

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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 (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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