Robert Castellani
Robert Castellani is a registered investment advisor at Capital Analysts, based in Horsham, PA, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 1997Customer Dispute
January 1997Customer Dispute
April 1991Other Business ActivitiesSells Insurance
Robert has a broker appointment through Crump/Lloyds of London - Hanleigh Insurance, selling specialty high limit disability coverage, dedicating minimal time. He is also the sole owner/managing member of The Castellani Group, LLC, a DBA for Lincoln business, which takes nearly full-time hours.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Principal Securities, INC.Broker
Principal Securities, INC.
1717 Capital Management Company
1717 Capital Management CompanyBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
1717 Capital Management CompanyBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
Carillon Investments, INC.Broker
Equity Services, INC.Broker
Integrated Resources Equity CorporationBroker
Anchor National Financial Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.